Investments
Meet Your Financial Goals with Investment Planning
We can help you put together an investment portfolio that meets your unique needs and objectives.
Investment Planning and Management
We provide advice so you can make wise investment decisions today for financial security tomorrow.
We help you:
- Clarify your financial aims
- Design your investment portfolio
- Choose suitable investment options
- Monitor the growth of your holdings
- Adjust your strategies as necessary
We also provide weekly market news and updates, have a network of professional resources to assist with your additional needs and offer an optional year-in-review consultation.
Professional Guidance
Navigating your portfolio can be a complex process. It involves managing many components, including financial assets, tax planning, budgeting, and real estate. Our advisors align your investments to match your estate planning, retirement planning and asset distribution.
We offer planning services for:
- Stocks and bonds
- Mutual funds exchange
- Annuities
- 401k distribution options
- Individual retirement accounts (IRA)
- Brokerage retirement plans
- Education & college savings plans and accounts
Start Planning Today
At Queen Financial Services Corporation, we dedicate our time and expertise to helping you create a personalized investment approach that meets your long-term objectives. We build lasting relationships to support your continued financial growth and success. Send a message or call (423) 875-5338 to find out how we can optimize your financial future through strategic investments and planning.