Broker Check
David  Hamond

David Hamond

Financial Planner & Founder Qi Financial Strategies

David Hamond is a Financial Planner & Founder of Qi Financial Strategies. David utilizes Equity Services Inc., which is a full service Broker/Dealer & Registered Investment Adviser. David is also is a life, accident and health insurance broker. David consults on a full suite of employee benefit options.

David is devoted to working with business owners and professionals to avoid the financial pit falls and curve balls that life throws at us. A little financial planning goes a long way. As a former teacher and UFT member, he is committed to assisting all families and union members obtain financial security thru comprehensive planning.

Whether there's a need to cover medical/disability, buy-out a business partner, save for a child’s future educational costs, plan for retirement, or other long-term savings goals, he makes sure your values are aligned with those goals.

With over 16 years in the investment & insurance industry, David consistently provides valuable guidance for asset protection strategies, estate planning strategies, tax-advantaged retirement planning, business tax shelters, managing longevity risk and overall financial organization.

 

Personal Quote
“Those who do not learn history are doomed to repeat it”
-George Santayana

 

Registered Representatives of Equity Services, Inc. do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor.