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Newsletters
  • How Much Risk Can You Take?
    Many market shocks are short-lived once investors conclude the event is unlikely to cause lasting economic damage. Still, major market downturns such as the 2000 dot-com
  • Key Retirement and Tax Numbers for 2018
    Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions
  • Don't Delay: The Potential Benefits of Starting to Save Now
    For long-term investment goals such as retirement, time can be one of your biggest advantages. That's because time allows your investment
  • What can I do to crack down on robocalls?
    You may not mind if a legitimate robocall provides a helpful announcement from your child's school or an appointment reminder from a doctor's office. But sadly,
  • How can I protect myself from digital deception?
    Imagine that you receive an email with an urgent message asking you to verify your banking information by clicking on a link. Or maybe you get an enticing text
    
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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.