Quarry Wealth Management’s team of advisors provide independent financial planning services to our clients. Russ Hafer and Sean Wilson hold both an exempt market registration through Raintree Financial Solutions as well as an insurance license and can therefore provide a significant variety of financial solutions to meet your needs. As independent advisors, we are able to source the investment and risk management options that are right for you.
Independent Financial Planning
We take an integrated independent financial planning approach with our clients. When building your financial plan, we take into consideration your unique and personal mix of investment, insurance, tax and estate requirements. Our goal is to remove the stress of financial matters by simplifying the financial planning process for you. We work closely with you, your lawyer and your accountant to make sure that no important details are overlooked.
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We thought we had a diversified portfolio as the experts explained, however, through Quarry Wealth we now realize what diversified means. Not only have we invested in many types of opportunities over the years through Quarry, we also obtained Extended Heath Care and Travel coverages.
We invested slowly to start, building confidence, and Quarry Wealth now manages our entire portfolio both personally as well as corporately. The most important thing Quarry Wealth as given us is piece of mind. The returns on our investments have met our expectations, and the service from the entire Quarry Wealth Management team has been excellent.
We look forward to a good retirement with the portfolio and retirement plan Quarry Wealth has developed for us.
September 7, 2016
September 13, 2016
October 25, 2016
-Charlene and Jeff
September 19, 2016
September 2, 2016
These testimonials are from existing clients in their words and were written at our request but may not reflect the experiences of all clients.