Welcome to Quillen Financial Services

Joshua Quillen is a seasoned professional with expertise across multiple industries, including sales, client relations, and financial consulting. A Redlands High School graduate (Class of 1995), he enhanced his financial knowledge through Advisors Excel in Kansas and successfully owned an auto dealership, honing his skills in business management and customer service. With a passion for helping others succeed, Joshua has led seminars on sales strategies, insurance, and communication, while his first year in the financial industry saw him recognized as the #1 producer/agent out of over 5,000 colleagues. Dedicated to serving his clients with ethical practices, he provides personalized financial solutions tailored to their needs, always prioritizing their best interests. A lifelong sports enthusiast, Joshua channels his competitive drive and commitment to excellence into both his professional career and community service.

Estate Planning
Income Planning
Asset Preservation
Tax Mitigation
Risk Mitigation
Business Planning
QPRt
CRT
TORCA
Wealth Management
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21st Century Trust Funding Method

Beneficiary Liquidity Plan

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