Q3 Advisors, LLC
Profile set up by Edverise AISet Up By Edverise AI
Edverise AI built this profile by analyzing thousands of data points across the web. If you own this business, become an Edverise partner to manage and update your profile.
Overview
2 - 9
Employees
2016
Year Founded
ABOUT Q3 ADVISORS, LLC
Financial Planner
Address: 7314 Ralston Road, Arvada, CO 80002 Phone: +1 (720) 730-5650 Q3 Advisors, LLC is recognized as a reliable financial planner in Colorado, providing expert advice on Roth conversion strategies and retirement tax planning solutions. They cater to clients across all 50 states, dedicated to offering fiduciary, impartial guidance aimed at enhancing financial results. Their method of tax-efficient retirement planning involves thorough analysis, collaboration, and a deep understanding of each client's objectives. Q3 Advisors assists clients in navigating IRA tax reduction strategies and fine-tuning their retirement income planning effectively and confidently. Unlike conventional advisors, they do not sell products or assess fees based on assets, ensuring that their advice remains unbiased and aligned with clients' best interests. With a team of seasoned Certified Financial Planner® professionals, Q3 Advisors delivers comprehensive financial planning aimed at minimizing taxes, safeguarding wealth, and fostering long-term financial security.
LANGUAGES SPOKEN
English
HIGHLIGHTS
2 - 9
Employees
2016
Year Founded
Services
Focus
Industries
Clients
Services Provided
69% Financial Planning
20% Tax Preparation Services
11% Retirement Planning Services
About the Team
OUR STORY
Founded by Craig Wear, CFP®, Q3 Advisors is a Colorado-based Registered Investment Advisor committed to serving clients across all 50 states with integrity and transparency. The firm specializes in comprehensive fiduciary financial planning, emphasizing retirement tax strategies and Roth conversion optimization without selling financial products or earning commissions. Q3 Advisors focuses solely on helping clients make smarter, tax-efficient decisions regarding their existing assets, fostering trust through education and clear communication. Their collaborative team of credentialed professionals delivers precise, actionable plans designed to empower clients and protect their wealth. With a client-centric approach and no conflicts of interest, Q3 Advisors continues to raise the bar in financial planning, ensuring confidence and clarity in an often complex financial landscape.
