5470 Hixson Pike,
Helping You Pursue
A Turning Point
At LPL Research, we believe markets in 2024 will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas.
At Queen Financial Services Corporation, we understand that each major milestone in your life brings changes that often include complex financial decisions. David Queen’s background as a Certified Public Accountant (CPA) and a Chartered Financial Consultant (ChFC) helps him guide you through the complexity of dealing with investments, financial planning, insurance purchases, and retirement planning. While keeping an eye on your current financial situations, the advisors within our firm will advise you on the steps you can take to get closer to your future financial goals.
One of our primary goals is to provide the advice and services necessary to help you feel confident about your present and your future. We consult with each client personally to better understand your unique values, needs, and goals. Rather than working toward a one-size-fits-all portfolio, our services are focused on helping you pursue your goals for the future.
"Someone’s sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
Since 2000, our firm has been offering clients guidance and personal consultations for individual and business services. Our team is committed to helping clients pursue long-term financial confidence by creating customized programs based on our clients unique goals to grow, preserve, and conserve their personal wealth.
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln