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Don P. Quint & Associates 是一家位于塔尔萨的独立金融服务公司，为个人和企业等提供范围广泛的财务规划、财富管理和退休计划。凭借 30 多年的行业经验，Don P. Quint & Associates 已成为寻求财务专家建议的客户值得信赖的合作伙伴。
在 Don P. Quint & Associates，我们了解每个客户都有独特的财务目标和需求。这就是为什么我们针对每个客户的情况采取个性化的方法，与他们密切合作以开发满足他们特定需求的定制解决方案。
我们经验丰富的专业团队包括认证财务规划师 (CFP)、投资顾问和退休计划专家，他们致力于帮助我们的客户实现其财务目标。我们提供一套全面的服务，旨在帮助客户积累财富、保护资产和规划未来。
我们的核心专业领域之一是财务规划。我们的 CFP 与客户密切合作，制定全面的计划来解决他们财务的各个方面——从预算和储蓄策略到投资规划和风险管理。我们相信有效的财务规划是在生活的任何领域取得长期成功的基础。
我们擅长的另一个关键领域是财富管理。我们的投资顾问在为高净值个人和家庭以及养老基金和捐赠基金等机构投资者管理投资组合方面拥有丰富的经验。我们采用基于稳健投资原则的严谨方法，帮助我们的客户增加财富，同时将风险降至最低。
除了这些核心服务外，我们还为希望建立或改进员工福利计划的企业提供退休计划咨询服务。我们的退休计划专家可以帮助设计专门针对每个公司需求的定制计划——无论是传统的 401(k) 计划还是更复杂的计划，如 ESOP 或现金余额计划。
在 Don P. Quint & Associates，我们以在客户关系的每个阶段提供卓越的服务而自豪。从最初的咨询到持续的监控和支持，我们致力于帮助我们的客户实现他们的财务目标。立即联系我们，详细了解我们如何帮助您规划更美好的财务未来。
dpqassoc.com
