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Queen Financial Services Corporation

Investments

  • Brokerage Retirement Plans
  • Roth/Traditional IRA
  • 401(k) Transition Assistance
  • Retirement Income Planning
  • Education Savings Accounts
  • College Savings Plans
  • Annuities
  • Exchange Traded Funds (ETF)
  • Mutual Funds Exchange
  • Fee-Based Accounts*

Added-Value Client Services

  • Weekly Market News & Updates e-Newsletter
  • Optional Year-in-Review Consultation
  • Professional Services Network available (alliance and referral to other recommended professional services providers, such as attorneys, to assist with other client needs)

*Investment services may be conducted via a fee-based account. Fee-based accounts refer to an account type in which the advisor's compensation is based on a set percentage of the client's assets instead of on commissions. The representative will work with the client to determine the appropriate account type.