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QCI Asset Management

Email address and contacts

Quick try with Jeremiah Barwick 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

  • Jeremiah Barwick
    Intern
  • Joel Callagan Cfp
    Vice President Financial Advisor at Wealth Enhancement Group
  • Andrew Spanos
    Associate Portfolio Manager

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New team members of QCI Asset Management

Stephanie Cain
Director of Compliance
Nikita Frederick
Sales & Operations Associate
Donna Lori
Senior Registered Client Service Associate
Vincent Costantino
Growth Product Manager
Chandler Carr
Financial Advisor
Andrea Debevec Cfp
Financial Advisor
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