FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Financial Services You Can Truly Understand

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Understanding Today's Financial Environment

Welcome, we’re IQ Portfolios, a financial organization in Winter Garden, Florida. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Do you know where you stand with your financial goals?

Use this free tool to see how close you are to hitting your goals and to create a financial strategy.

Why IQ?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Services

We create strategies tailored to your goals.

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Independence

Without any conflicts of interest we put your needs first.

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Trust 

We enjoy building trusted relationships that span generations.

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Client Centered

We believe knowledge is power. It is also the foundation for intelligent well-considered decisions.

Today's economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to reap those rewards.

COMPLIMENTARY FINANCIAL CONSULTATION

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