FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
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.
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.
Use this free tool to see how close you are to hitting your goals and to create a financial strategy.
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.
We create strategies tailored to your goals.
Without any conflicts of interest we put your needs first.
We enjoy building trusted relationships that span generations.
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.