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wealthenhancement.com

QCI Asset Management

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Quick try with Keara Meehan from wealthenhancement.com

QCI Asset Management company description

QCI Asset Management is now part of Wealth Enhancement Group In 2021, Wealth Enhancement Group acquired QCI Asset Management, a firm with a rich 45-year history providing financial services to the greater Rochester area and beyond. With both firms having very similar philosophies and values, all of which focus on delivering the best possible advice for each client, this partnership strengthens our capabilities, deepens our resources and improves our ability to serve you well for years to come. A guiding principle of the QCI Team that remains to this day is “Client First”. Our attention is concentrated and tailored, because we know that every client presents a unique scenario with differing plan demographics and finance committee needs. At our core, we are committed to providing nothing less than exceptional service for every client.

Key Employees

  • Keara Meehan
    User Interface Designer
  • Ethan Weisenberg
    Vice President, Financial Advisor
  • Cj Schur
    Portfolio Analyst

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New team members of QCI Asset Management

Haley Rohde
Financial Planning Specialist
Gerard Zopfi Jr Cfp
Senior Vice President Financial Advisor
Sean Rengering
Associate Financial Planner
Erika Uschold Cppm
Creative Project Lead
Kevin Saylor
Financial Advisor
Cohen Duncan
Behavioral Wealth Specialist
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