WELCOME TO QX FINANCIAL
Your Success is Our Mission
QX Financial is redefining socially-responsible financial freedom. We educate and empower our clients to make better financial decisions, achieve financial security and control their own destiny.
Build Your Dream
10 Years Of Proven Success
2,000+
Satisfied Clients
15
Years of experience with success
$150M
Assets Under Management
$1.7B
Dollars of insurance protection
Find Your Course
A financial plan tailored to YOUR needs, not ours. We want to understand where you are, both financially and in life. Our goal is to make sure our recommendations are relevant to YOU.
Build Your Wealth
Keep Learning
qx financial
What we offer
At QX Financial we believe that your dreams are the blueprint of our partnership. Utilizing innovative yet time-proven investment and risk-management strategies, we help our clients achieve true financial independence and the freedom it provides.That is our version of the American Dream.
Protection
Your ability to earn an income is the most important asset you will ever own. Let’s make sure that you protect it.
Cash Flow Management
Are you losing money unknowingly and unnecessarily? We can find those wasted dollars and put them back to work for you.
Debt Management
There is good debt and bad debt. We help our clients discover ways to maximize good debt while eliminating bad debt.
Retirement Planning
Would you like to stop working for a paycheck some day and just do what you love? All it takes is a little planning with out help.
Investment Management
We have developed a myriad of strategies to help our clients achieve their investments goals. We tailor your portfolio to meet your needs and desires.
Legacy Planning
Would you like to build an everlasting legacy for your loved ones and your community without sacrificing your own financial security? We have the the tools that can help you find solutions to fulfill those goals.
Are You Ready To Go From Good To Great?
In the game of golf, the club is not what makes a player great. What makes the player great is the swing. Our skill set or “swing” is a tool that has enabled our clients to improve their ability to reach their financial goals.
WE PROVIDE THE BEST SOLUTIONS
Why QX Financial?
Strategic Mindset
Cost Efficiency
Digital Tools & Resources
Education & Empowerment
Independence
Goals-Oriented Financial Planning
QX FINANCIAL
Financial guidance for a new generation.
We Follow Best Practices
Our team of financial professionals can help you get the right information so you can make the best decisions.
What Our Clients Say About Us
Testimonials
Satellites Engineer
Robert
Financial companies are always selling new hot thing and always pushing an agenda. But these guys always listened to me and did what they said they were going to do. That was enough for me.
Real Estate Agent
Salvador
My old financial advisor always told me that achieving higher rate of return was always the goal. When I met the team at QX Financial I started to understand that, when it comes to a successful retirement, it is not about the rate of return but about the rate of withdrawal. I do not have to take more risk in order to have more income in retirement!
Current retiree
Judy
For me it was all about service. When you work with big companies, they never call you back or it takes forever to get something done. I love the fact that I can call, text, or email my advisor directly and I always hear back. That was important to me.
Attorney at Law
Stephen
The team at QX Financial helped me understand the true cost of my student loans. Now I know that most young people become “debt-free and broke” when using traditional methods. I do not have to be one of them. I have found another way.