Quan Financial

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1011 Brioso Dr Ste 109
Costa Mesa, CA 92627

Quan Financial is a financial services company based in Costa Mesa, CA, specializing in tax-efficient asset sales and wealth management strategies. They work closely with clients to design tailored plans that save time and money when selling high-value residential homes, investment properties, or privately held businesses subject to capital gains taxes.

With a focus on building lifelong relationships and strategic partnerships, Quan Financial collaborates with clients' existing finance and tax professionals to provide comprehensive education, tools, and advice for informed financial decision-making. Their goal is not only to grow clients' assets and wealth but also to create a legacy and help clients achieve their personal and financial goals through a personalized financial plan.

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5.01 reviews
Photo of Ahmed K.
Ahmed K.
9/28/2017

As an attorney working in real estate and estate planning, I have the unique opportunity to work with various financial planners, bankers and analysts. I can honestly say that there are none...

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