WHY CHOOSE QBI | four differences

Responsive image


We have one simple goal: meet the needs of our clients and their employees, now and in the future.

Responsive image


Our team is known for its enthusiasm, professionalism, integrity, and collaborative approach.

Responsive image


We understand that each client has a unique set of objective for its retirement-plan strategy.

Responsive image


Clients have access to plan-design experts, superior administration services, and a well-seasoned staff.

  • I want to let you know what a fantastic job Amy Shadur-Stein is doing. Amy has been out to meet the client, has been very patient and has delivered an excellent client experience. I really appreciate our relationship and feel extremely confident referring your firm knowing they will take great care of my clients.

    - Senior Financial Advisor
  • She made the task trouble-free to perform by giving us all the information we needed in one email. I also want to tell you how much we appreciate and love having Lisa as our Consultant . She is always easy to talk to, accessible, quick to answer any questions and VERY accurate. Her information is presented in an easy to understand manner and she is completely on top of our account. We really enjoy working with her.

    - Satisfied Client
  1. 1
  2. 2