Speak to a Fiduciary Financial Advisor

Investment Portfolio Review

Name *

First

Last

Email *

Phone Number *

Do you have a financial advisor? *

How often does your financial advisor contact you? *

Do you know how much you pay in investment fees to your current financial advisor or 401k service? *

Is your advisor fee-based? (meaning never charging commission and billing based on a percentage of investment assets) *

Is your financial advisor held to fiduciary standard? *

Do you have a 401k, Traditional IRA or Roth IRA? *

What level of stock market experience/knowledge do you have? *

When is the best time of the day to contact you? *

Full Name

Email Address

Phone Number

Reason for contacting us? (Investment Consultation, Question About Our Services)

What would you like to talk about?

Meeting By Appointment Only
(407) 864-2702 – Dylan Quintilone
(407) 720-4142- Paul Clay
○ Dylan Quintilone
○ Paul Clay