WELCOME TO QX FINANCIAL

Your Success is Our Mission

QX Finacial is redefining socially responsible financial freedom. We educate and empower our clients to make better financial decisions, achieve financial security and control their own destiny.

Build Your Dream

10 Years Of Undefeated Success

We believe that every person has the right to achieve financial freedom, security and independence.
 

2000+

Clients

15

Years of experience with success

150M

Of cash flow, Wide management

1.7B

Dollars of insurance protection e.t.c.

Find Your Course

A financial plan tailored to YOUR needs, not ours. We want to understand where you are, both financially and in life. Our goal is to make sure our recommendations are relevant to YOU.

 

Build your wealth

Implementation and execution are always difficult. We help you identify the financial mines that may derail your money and prevent you from achieving the ultimate version of you.
 

Keep learning

We will be with you on this journey. Our constant supply of tools, content, and resources is designed to continue empowering you. Do you have a question? We will be right there with you.
 

qx financial

What we offer

At QX Financial we believe that your dreams are the blueprint of our partnership. Utilizing innovative yet time-proven investment and risk-management strategies, we help our clients achieve true financial independence and the freedom it provides.That is our version of the American Dream.

Protection

Your ability to earn an income is the most important asset you will ever own. Let’s make sure that is protected properly.

Cash Flow Management

Are you wasting resources unknowingly and unnecessarily? We can find those wasted dollars and put them back to work for you.

Debt Management

There is good debt and bad debt. We help our clients discover ways to eliminate one while maximizing the other.

Retirement Planning

Would you like to stop working for a paycheck some day and just do what you love? All it takes is a little planning.

Investment Management

We have develop a myriad of strategies to help our clients achieve their investments goals. We tailor your portfolio to your needs and desires.

Legacy Planning

Would you like to build an ever lasting legacy for your loved ones and your community without sacrificing your own security? We have the methods to deliver on that promise.

Are You Ready To Go From Good To Great?

Just as in the sport of golf, the club is not what makes the player great. What makes the player great is the swing. Our skillset or “swing” is what has helped hundreds of our clients improve their financial standing in the areas of importance to them. Here are some of the skills we have developed through the decades.

 
WE PROVIDE THE BEST SOLUTIONS

WHY QX Financial

We believe that every person has the right to achieve financial freedom, security and independence.
 
Strategic Mindset
It is never about the product but about the strategy. We show our clients ideas and concepts that you cannot just 'buy.' Our cutting edge thinking keeps us always ahead of the heard.
Cost Efficiency
We get compensated by the companies we both decide to do business with. OUR fees are always based on your needs so that we can have more money working for you.
Digital Tools & Recources
We live in the 21st century. We believe that your financial plan should do as well. Account access 24\7 as well as full access to you advisor at anytime.
Education & Empowerment
Our goal is to help you as much as possible. There is no secret or black box. Let's learn and grow together.
We are Independent
We do not represent a single company. Our independence gives us access to hundreds of mutual funds and money mangers as well as insurance companies. We can always find the best fit for your situation.​
Goals Oriented Financial planning​
This is not about us. It is always about your goals and your dreams. All we do is help you along the way.​

QX FINANCIAL

Financial Advices for a new generation.

We Follow Best Practices

Our team of Financial professionals can help you get the right information so you can make the best decisions.

What Our Clients Say About Us

Testimonials

Satellites Engineer

Robert

Financial companies are always selling new hot thing and always pushing an agenda. These guys always listened to me and did what they said they were going to do. That was enough for me.

Real Estate Agent

Salvador

My old financial advisor always told me that achieving higher raters of return was always the goal. When I met the team at QX Financial I started to understand that, when it comes to a successful retirement, it is not about the rater of return but about the rate of withdrawal. I do not have to take more risk in order to have more income in retirement!

Current retiree

Judy

For me it was all about service. When you work with big companies, they never call you back or it takes forever to get something done. I love the fact that I can call, text, or email my advisor directly and I always hear back. That was important to me.

Attorney at Law

Stephen

The team at QX Financial helped me understand the true cost of my student loans. Now I know that most young people become “debt-free and broke” when using traditional methods. I do not have to be one of them. I have found another way.