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Check the background of this financial professional on FINRA's BrokerCheck.
Newsletters
  • What You Can Do with a Will
    A will is often the cornerstone of an estate plan. Here are five things you can do with a will.
  • Ten Year-End Tax Tips for 2017
    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
  • Five Myths About Group Disability Insurance
    You may think that the chances of becoming disabled during your working years are slight, and even if you did get hurt or had to miss time at work, you could get by
  • How much money should a family borrow for college?
    There is no magic formula to determine how much you or your child should borrow to pay for college. But there is such a thing as borrowing too much. How much is too
  • How can families trim college costs?
    Trimming college costs up front can help families avoid excessive college borrowing and the burdensome student loan payments that come with it. Here are some ideas.
    
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David J. Quick, CPA, is the President and founder of Hearthstone Financial, Inc. 
David Quick CPADave graduated with honors from the University of Missouri-St. Louis in 1981, where he received a Bachelor of Science in Business Administration and a Minor in Economics.  He has over 30 years experience advising clients on complex financial matters.  He began his career working as a Certified Public Accountant where he ultimately became a Senior Manager of Price Waterhouse, one of the world’s largest and most respected accounting, tax, and consulting firms.

Building on his strong financial background as a CPA, Dave became licensed to serve as a Financial Advisor in 1992.  Since that time, he has assisted clients in developing comprehensive personal financial plans that go far beyond appropriate investment selection.  He strives to deliver comprehensive planning solutions that combine tax planning, estate planning, and solid investment strategies to help his clients’ achieve their goals and dreams.

Dave is dedicated to better educating and assisting individuals who are concerned with retirement financial planning issues. 

Each of our associates has extensive personal and professional experience.

Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. 

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.

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16610 Dallas Parkway, Ste 1700, Dallas, TX  75248
Local: 972-503-4343     Toll Free: 866-503-4343     Fax: 972-503-8282


Securities and Investment Advisory Services offered through Foresters Equity Services, Inc., Member FINRA, SIPC and a Registered Investment Advisor. 
Hearthstone Financial, Inc. is Independent of Foresters Equity Services, Inc. Hearthstone Financial, Inc. and Foresters Equity Services, Inc. are not CPA firms.

 


Check the background of this financial professional on FINRA's BrokerCheck.