Broker Check

What have we been up to at Quay Financial Group, Inc.?

2019 Outlook

March 26, 2019

2018 proved to be a bumpy ride for investors. With a historic bull market of 10 years and counting, 2018 got hit hard in January and the 4th quarter. But as we look back on history, fluctuations in the market are healthy. In our 2019 Outlook presentation and dinner, we gave a recap of last year as well as an outlook on the year ahead, along with some creative planning strategies to implement. We love educating ourselves and our clients on the markets and we believe in transparency and being a great resource for all of our clients and friends. We hosted 23 of our wonderful clients and friends to a delicious meal with some incredible speakers along with a great raffle with items from other local businesses. We are truly grateful to be surrounded by such amazing people!

Year End Planning

October 16, 2018

This informative event for our clients and their guests discussed year-end strategies that could help investors minimize taxes and solidify their overall financial planning. We almost maxed out the room with 40 great friends and clients and enjoyed a delicious dinner at a local steakhouse. We can't wait to do it again and show some more appreciation to and continually educate our amazing clients!

Planning for 2018

March 15th, 2018

Recent tax law and changes have been at the forefront of everyone's mind. We put together a presentation to highlight some of the major changes and how they could affect your financial picture. With this beautiful venue and a wonderful dinner we had a evening full of information with 45 valued friends and clients 

Happy Hour 

October 12, 2017

Thank you to all of our friends and clients who made it out to our latest Happy Hour event! It was so much fun, the food was amazing, and it is always great to see everyone!


Q&A Happy Hour 

June 8, 2017

Thank you to all our clients, friends and new friends who came to enjoy and evening with Quay Financial Group. We had some great food and drinks, too many laughs to count and some amazing information presented by Michelle. It was definitely an event to remember and we hope to do it again soon!


Michelle and our amazing clients and friends!

Michelle answering a few great questions from the group.

A great afternoon and evening spent with great people.

Social Security: 5 Things You Need to Know

March 4, 2017

Thanks to all those who came out to learn a little more about optimizing Social Security and enjoy a wonderful breakfast!

Valentine's Day 2017

February 14, 2017

Thank you to all our clients and friends who were Quay Financial Group's Valentines this year!

Painting & Pinot

March 24, 2016

Thanks to all those who came out and expressed their inner artists! It was a hoot!