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Queen Financial Services Corporation

Services

Our Financial and Client Services include, but are not limited to the following:

  • Financial and Tax Planning – Individual, Business, Estate, Cash Flow, Retirement, Income Tax, Retirement Plan & IRA Distributions
  • Investments – Stocks, Bonds, Mutual Funds, Annuities, IRA, 401(k) Transition Assistance, Brokerage Retirement Plans, Education & College Savings Plans
  • Insurance – Health, Life, Disability and Long Term Care

Our staff is also available for personal or business consulting and speaking engagements for topics such as Company/Executive Benefits or Insurance. And we provide the following 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)

*Certain insurance services are provided through QFSC and are conducted independent of LPL Financial. Services provided by David Queen, CPA are conducted independent of LPL Financial, and LPL Financial assumes no responsibility for any advice or services provided to you by this entity.