Q Advisors

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Iconergy Limited is a Colorado-owned company that specializes in comprehensive energy solutions, offering services such as energy performance contracting, energy audits, and sustainability consulting. With a team of experienced energy consultants, engineers, and construction professionals, Iconergy is dedicated to bridging the gap between practicality and efficiency in energy systems. They prioritize effective management and communication to ensure timely and budget-friendly delivery of their projects. Energy performance contracting is one of Iconergy's key offerings, providing a budget-neutral approach to energy efficiency and sustainability. Their contracts guarantee savings within a specified timeframe, and if the savings don't materialize, Iconergy takes responsibility. From HVAC improvements to custom energy optimization, Iconergy's services aim to make sustainability more accessible while creating safer and more comfortable environments for their clients.Generated from the website

This office is temporarily available by appointment only. To arrange an appointment, please call the office or your relationship manager. For assistance with managing your accounts, you may also call 866-876-9944 during business hours or log in to Private Passport.