Testimonials

  • NFP Retirement

    I love QBI because QBI cares about their clients –they treat our clients with a lot of respect. We also love the fact that for what they charge, our clients get way more than they expect.”

    John W. Spach
    Financial Advisor

  • Winningham Becker & Company, LLP

    I have had the pleasure of working with Greg and QBI probably for probably 20 years. I have a CPA firm just two floors down and not only are they convenient but they’re always responsive. Greg and his staff are incredibly brilliant! They have assisted a lot of our clients in their retirement planning, administration of their 401(k) and defined benefit plans.”

    Jeffrey A. Becker
    CPA

  • Financial Advisor

    Valerie McClendon is our QBI contact for several of our retirement plans. She has been a tremendous asset in helping bring the best of class service to our clients and is very prompt in returning calls or emails whenever we have questions. Valerie provides consistent proven resources for our technical questions, is very professional, and extremely easy to work with. QBI should clone her! We are always confident that our clients are getting great service…with a friendly smile. She is sensitive to how we want QBI to interface with our clients and copies us on all correspondence. Valerie is a great person to partner with whenever you need a Third Party Administrator."

    Larry McCarty
    Financial Advisor

  • Merrill Lynch

    I have been in the industry since 2000 and been working with QBI since 2004. They are in my opinion the team that you want on your side. They are professional to work with, proactively responsive to questions and client needs, and frankly get the job done. The knowledge is unparalleled in the industry which is so important for supporting our clients ever changing fiduciary responsibilities. As an advisor I strive to be a good steward to my clients and I’m thankful to have a partner like QBI to help me achieve that goal.”

    Bryan Muth
    Wealth Management Advisor

  • Mayekawa U.S.A.

    I can’t say enough wonderful things about working with you at QBI. First and foremost, things get done. I never have to worry about anything since we switched to QBI. As a matter of fact, we have never have a problem since working with you. There are no errors!”

    Kimberly Eilat
    Director of Human Resources and Administration

  • Tech Company

    I just wanted to thank you for your patience, responsiveness and excellent attitude. You are truly a pleasure to work with.”

    Email
    Satisfied Client

  • Financial Advisor

    I wanted to send you a brief note to let you know that you have some pretty special people on your team. I am extremely appreciative to have the opportunity to work with each of them. I feel like I know them as if they worked just down the hall. I'm a very happy client and hope to expand our relationship in the future.”

    Email
    Financial Advisor

  • Financial Advisor

    I have been incredibly blessed and fortunate to have worked with Lisa and her team for about 10 years. The level of service and professionalism is second to none. Every client that we have together consistently acknowledges how much they enjoy working with Lisa and QBI. Questions and problems are addressed and fixed in record time. Any of the problems that we have dealt with have come from the previous carriers and TPA, and Lisa has gone above and beyond to find solutions in a professional and timely manner.

    Lisa, is my handpicked person for all of my accounts and has consistently made me look great! Her dedication and honesty is to be recognized and respected. I would not hesitate to recommend her or QBI to any client, as a matter of fact, I always do even to my competitors. I have successfully recommended their qualified services to several businesses and prospects, even if I was not acting as the broker.

    I have come to recognize in my 30 years of providing these types of services to my clients that there are many factors in determine the best fit. Price is important but the level of service and expertise is far more important than just dollars and cents. I only work with clients that recognize how important it is to hire the best, especially in this complex world of retirement plans. The regulatory environment has changed very dramatically and in my opinion for the good. QBI is committed to quality and integrity and they are competitive."

    Angela Miller
    Investment Advisor

  • Financial Advisor

    I want to let you know what a fantastic job Amy is doing with our 401(k) plan. The trustees are cautious and not the most sophisticated, however Amy has been out to meet the client and 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.”

    Satisfied Client
    Financial Advisor