Quintessential Financial Corp., located in Newport Beach, CA, is on a mission to help you secure your financial future by showing you how to invest money using a strategically planned investment portfolio. We offer a wide selection of investment and insurance products and services for both families and small businesses in Newport Beach and surrounding communities. Management of Investment Accounts is performed both in-house and through partnerships with institutional management firms to provide you with lasting solutions to your investment needs.
Whether you are retired, about to retire, or want to prepare in advance for when the kids will be in college, we will conduct an in-depth analysis of your present financial situation in relation to your financial goals to help you in making appropriate investment decisions that will help provide you with the cushions needed for a financially secure future. Depending on personal needs and individual financial goals, we offer a multifaceted combo of result oriented solutions that come under three broad categories which form the basis of our three-pronged approach to helping you secure your financial future: Investments, Insurance, and Comprehensive Financial Strategies.
Full Service Brokerage Accounts
Discretionary Portfolio Management Accounts
Bonds: Corporate, Government, Municipal, CD
Mutual Funds (over 11,000!)
Annuities (Variable and Fixed)
IRAs (Traditional, Roth, SEP, SIMPLE)
401k and other pension plans
Life (Term, Variable, Universal)
Long Term Care, including the California Partnership for LTC
Health (Individual and Group, PPO and HMO)
COMPREHENSIVE FINANCIAL STRATEGIES
FLEXIBLE FEE STRUCTURES
Our flexible fee and/or commission structures are used (and fully disclosed), depending upon the client’s situation.
Important Investing Information:
Not all investments and services mentioned are available in all states.
Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or
jurisdiction for which they are properly registered. When investing from outside of the United States,
you are subject to the securities and tax regulations governing your jurisdiction.
Contact us directly for detailed information about investment regulations outside of the United States.
Registered Representatives State License Disclosure
Scot Shier is an independent contractor of Money Concepts
note: Quintessential Financial Corp. is an independent firm and not affiliated with Money Concepts