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Don P. Quint & Associates is a Tulsa-based independent financial services firm that offers a wide range of financial planning, wealth management, and retirement plans to individuals and businesses alike. With over 30 years of experience in the industry, Don P. Quint & Associates has established itself as a trusted partner for clients seeking expert advice on their finances.
At Don P. Quint & Associates, we understand that every client has unique financial goals and needs. That's why we take a personalized approach to each client's situation, working closely with them to develop customized solutions that meet their specific needs.
Our team of experienced professionals includes certified financial planners (CFPs), investment advisors, and retirement plan specialists who are dedicated to helping our clients achieve their financial objectives. We offer a comprehensive suite of services designed to help clients build wealth, protect assets, and plan for the future.
One of our core areas of expertise is financial planning. Our CFPs work closely with clients to develop comprehensive plans that address all aspects of their finances - from budgeting and saving strategies to investment planning and risk management. We believe that effective financial planning is the foundation for achieving long-term success in any area of life.
Another key area where we excel is wealth management. Our investment advisors have extensive experience managing portfolios for high-net-worth individuals and families, as well as institutional investors such as pension funds and endowments. We use a disciplined approach based on sound investment principles to help our clients grow their wealth while minimizing risk.
In addition to these core services, we also offer retirement plan consulting for businesses looking to establish or improve their employee benefit programs. Our retirement plan specialists can help design customized plans tailored specifically to each company's needs - whether it's a traditional 401(k) plan or something more complex like an ESOP or cash balance plan.
At Don P. Quint & Associates, we pride ourselves on providing exceptional service at every stage of the client relationship. From the initial consultation to ongoing monitoring and support, we are committed to helping our clients achieve their financial goals and objectives. Contact us today to learn more about how we can help you plan for a brighter financial future.
dpqassoc.com
