Quatkemeyer Jr. Assoc. Agency Inc.

An Independent Registered Investment Advisor

Welcome to Our Web site, designed specifically for you our clients as an educational tool where you'll find a wealth of information in our resources section in the form of financial newsletters, articles, calculators, research reports and more. After extensive research, we have partnered with Emerald Publication to bring these resources to your fingertips. If there is something your looking for and cannot find it, please let us know and, as your concierge, we will do everything we can to help you.

 

Retirement • Insurance • Real Estate

Today's investment climate offers unprecedented opportunities and risk. Therefore, we continually strive to help position you, our clients to take advantage of those opportunities and to mitigate the risk by establishing a clear understanding of your financial goals, your life dreams, your values and concerns, and make those goals, dreams, and values our personal concern. We provide flexible plans for achieving those goals, and provide ongoing advice, as requested or contracted, to help adjust plans as lifestyles and needs dictate that changes may be in order.

If you are not one of our clients and you find yourself unsatisfied with your current advisory relationship and would like a second opinion, please feel welcome to contact us. We believe, "You'll be glad you did."

 

 

 

 

 

 

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, FL, GA, HI, IL, IN, KY, MD, MI, NC, NY, OH, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
 
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. 

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