At Queen City Financial Advisors we champion financial professionals like you and the important work you do for your clients. We’re proud to support your efforts by sharing best practices, helping you process business correctly, asking the right questions when buying or selling a business, just to name a few.
The focus of Queen City Financial Advisors is solely on the financial professionals we serve. Combined with Securities America and their proprietary automated marketing platform, MyCMO, transformational digital account opening solution, and a succession planning team that brings 50+ years of expertise to every deal. Financial professionals affiliated with Queen City Financial Advisors enjoy industry-leading platforms and award-winning support from dedicated experts who elevate every aspect of their business.
As one the top regional firms with Securities America, committed to serving financial professionals and their clients, we excel at working with independent financial professionals, offering the benefit of local support to help build your practice.
I would love to grab a cup of coffee with you to discuss any questions you might have about our firm and how we can help you achieve your goals. Please let me know your availability at your earliest convenience.