Quality Financial Concepts

  • Investment Bank/Securities Brokerage
  • Maryville TN
  • 14 employees
  • Financial Services
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Company Overview

Headquarters
115 West Broadway Avenue, Maryville TN
Website
qualityfinancial.com
Phone
(865) 984-3550
Employees
14
Founded in
1983
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52 Companies
NAICS Code 5239 Companies
NAICS Code 523 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$2B

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Who is Quality Financial Concepts

Quality Financial Concepts is a financial-services firm based in Maryville, Tennessee. Established in 1983, the company employs 14 individuals and generates $2 million in annual revenue. The firm's team comprises two CERTIFIED FINANCIAL PLANNER(TM) professionals, two accountants, and a dedicated support staff. Quality Financial Concepts offers a wide array of services designed to meet the diverse needs of its clientele. These services include wealth management, retirement and estate planning, risk management, and tax services. The firm specializes in assisting clients in developing tax-efficient retirement income strategies and guiding those who have experienced unexpected financial windfalls. The company distinguishes itself by taking a team-oriented approach to client service. They work with clients across the country, representing a broad range of life stages and portfolio values. Quality Financial Concepts prioritizes crafting financial plans that minimize tax liabilities, align with risk objectives, and consider market volatility. Licensed to offer securities and insurance products in multiple states, with Tennessee and Texas as primary markets, Quality Financial Concepts can be reached at their Maryville, Tennessee branch office located at 115 West Broadway Avenue, Maryville, TN 37801. Clients can also contact them by phone at (865) 984-3550. For additional information, visit their website at www.qualityfinancial.com.

Quality Financial Concepts Industry Tags

Investment Management
Insurance Products
Financial Planning
Retirement and Financial Planning
Financial Services
Management Investment
Open-ended
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Quality Financial Concepts Tech Stack

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FAQ

What is the location of Quality Financial Concepts's headquarters?
The headquarters of Quality Financial Concepts are situated at 115 West Broadway Avenue, Maryville TN
What is Quality Financial Concepts's phone number?
Quality Financial Concepts's contact number is (865) 984-3550.
What is Quality Financial Concepts's official website?
The official website of Quality Financial Concepts can be found at qualityfinancial.com.
What is Quality Financial Concepts's current revenue?
As of October 2016, Quality Financial Concepts's annual revenue reached $2B.
How many employees does Quality Financial Concepts currently have?
Quality Financial Concepts employs approximately 14+ people as of October 2016
Which industries is Quality Financial Concepts primarily operating in?
Quality Financial Concepts operates in the following industries: Finance
What are Quality Financial Concepts's industry tags?
Quality Financial Concepts's industry tags include: Investment Management, Insurance Products, Financial Planning
When was Quality Financial Concepts founded?
Quality Financial Concepts was founded in 1983.

Employee Directory

Key Employees

Shane Smith

Financial Advisor

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