Happy New Year's Eve! Get started on your New Year's Resolutions by scheduling a time to speak with us about your financial plan.
Our partnership with Commonwealth Financial Network® provides us access to a team of investment research specialists who assist us in our efforts to provide you with the best possible service. Meet them here: quantiswm.com/commonwealth-r…
Have you seen the extensive list of resources we offer on our website? Check out our Financial Calculators and see how Quantis can serve you today. quantiswm.com/financial-calc…
Richard Gurz has more than 19 years of experience in the financial services industry and specializes in counseling clients in the areas of investment, charitable, tax, and estate planning. quantiswm.com/our-team
If you have any questions about your financial plan, we at Quantis Wealth Management are here to help. Please schedule a no-obligation introductory meeting today by contacting us at [email protected]. quantiswm.com/content/Anothe…
Would you like to receive a complimentary copy of our brochure? Please complete our form here: quantiswm.com/request-brochu…
With our fully transparent fee structure, clients can rest easy in the knowledge that the advice we offer is objective and aligned with their best interests. quantiswm.com
The thought of meeting with a financial professional for the first time can be overwhelming. What you need to keep in mind is that just knowing you need financial help is the first step to financial success. quantiswm.com/new-clients
What does money mean to you? Whether it means more family time, peace of mind, or independence, our process is designed to accomplish what matters most in your life. quantiswm.com
With our fully transparent fee structure, our clients can rest easy in the knowledge that the advice we offer is objective and aligned with their best interests. quantiswm.com
Watch this short video to learn how Investor360° delivers easy online access to your complete financial life. content.commonwealth.com/RepSiteContent…
Learn more about our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer. quantiswm.com/commonwealth-r…
Commonwealth offers the scale, stability, and resources that help us deliver the solutions you need. quantiswm.com/our-brokerdeal…
Happy Thanksgiving! We are so thankful for our clients today and always.
We offer numerous financial calculators, completely free of charge. We invite you to have a look here: quantiswm.com/financial-calc…
Dr. Rochman will discuss how a few novel approaches targeting diverse aspects of Alzheimer’s disease onset and progression are likely to dramatically alter the landscape of treatment for neurodegenerative diseases. quantiswm.com/content/Promis…
Proper planning can help reduce, eliminate, or ensure tax efficiency as it relates to your current or retirement income, investment portfolio, estate plan, and/or when there is a significant event in your life. quantiswm.com/our-services
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