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.
 

INVESTMENTS

• Full Service Brokerage Accounts
• Discretionary Portfolio Management Accounts
• Stocks
• Bonds: Corporate, Government, Municipal, CD
• Options
• Mutual Funds (over 11,000!)
• Annuities (Variable and Fixed)
• IRAs (Traditional, Roth, SEP, SIMPLE)
• 401k and other pension plans

 
INSURANCE

• Life (Term, Variable, Universal)
• Long Term Care, including the California Partnership for LTC
• Disability
• Health (Individual and Group, PPO and HMO)

 
COMPREHENSIVE FINANCIAL STRATEGIES

• College
• Retirement
• Estate
• Business

FLEXIBLE FEE STRUCTURES

Our flexible fee and/or commission structures are used (and fully disclosed), depending upon the client’s situation.