Quest Wealth Management - Burbank, California

Quest Wealth Management: Comprehensive Financial Planning in Burbank, CA

Nestled in the heart of Burbank, Quest Wealth Management offers a sanctuary of financial expertise and personalized service. Located at 4421 W Riverside Dr, Unit 210, this boutique wealth management firm is dedicated to helping clients secure their financial futures through strategic planning and innovative solutions.

Main Services

• Comprehensive Financial Planning: Quest Wealth Management provides a holistic approach to financial planning, addressing clients' unique needs, goals, and concerns. This includes retirement planning, investment management, tax planning, and estate planning.
• Investment Management: The firm offers customized investment strategies tailored to each client's risk tolerance, time horizon, and financial objectives. They employ a disciplined, evidence-based approach to investing, focusing on long-term growth and preservation of capital.
• Retirement Planning: Quest Wealth Management helps clients plan for a comfortable and secure retirement. Services include retirement income planning, 401(k) rollovers, and Social Security optimization strategies.
• Estate Planning: The firm assists clients in creating and implementing estate plans that protect their assets and ensure they are distributed according to their wishes. Services include wills, trusts, and probate avoidance strategies.
• Tax Planning: Quest Wealth Management works closely with clients to minimize their tax liabilities and maximize their after-tax returns. They provide guidance on tax-efficient investing, tax loss harvesting, and Roth conversions.
• Insurance Planning: The firm helps clients protect their assets and loved ones with appropriate insurance coverage. Services include life insurance, disability insurance, and long-term care insurance planning.

Location and Access

Quest Wealth Management is conveniently located in the Magnolia Park neighborhood of Burbank, just off the I-5 and I-134 freeways. The office is situated in a modern, multi-story building with easy access to public transportation, including the Burbank Bus and the Metrolink station at Burbank Downtown.

The office is equipped with ample, wheelchair-accessible parking, and the entrance and restrooms are also wheelchair-accessible, ensuring that all clients can access the services they need. Appointments are recommended, allowing the firm to provide undivided attention to each client's unique financial situation.

Featured Characteristics

• Personalized Service: Quest Wealth Management prides itself on its personalized, client-centered approach. Each client works directly with a dedicated financial advisor who takes the time to understand their unique needs and goals.
• Fiduciary Standard: As a registered investment advisor, Quest Wealth Management is held to the fiduciary standard, which requires them to always act in their clients' best interests. This commitment to ethical and transparent practices sets them apart from many other financial firms.
• Transparent Fees: The firm offers transparent, fee-only compensation structures, ensuring that clients understand exactly what they are paying for and how their fees are calculated.
• Proactive Communication: Quest Wealth Management maintains regular communication with clients, providing ongoing support and guidance as their financial situations evolve. They also host educational workshops and seminars to help clients stay informed about the latest financial trends and strategies.

Practical Information

• Address: 4421 W Riverside Dr, Unit 210, Burbank, CA 91505, United States
• Phone: 818-569-3600
• Website: https://www.questwealthmgmt.com/
• Hours: Monday - Friday, 9:00 AM - 5:00 PM (appointment recommended)
• Wheelchair Access: Yes, including parking, entrance, and restrooms

Positive Aspects from Reviews

Despite having no reviews on Google My Business, Quest Wealth Management's website and client testimonials highlight several positive aspects of their services:

• Expertise: Clients praise the firm's deep knowledge of financial planning and investment strategies, as well as their ability to provide clear, actionable advice.
• Communication: Clients appreciate the firm's proactive communication and their ability to explain complex financial concepts in a way that is easy to understand.
• Personalized Approach: Many clients mention the personalized attention they receive from Quest Wealth Management, with advisors taking the time to understand their unique needs and goals.
• Trust and Integrity: Clients commend the firm's commitment to ethical practices and their dedication to acting in their best interests at all times.

While Quest Wealth Management may not yet have reviews on Google My Business, their strong reputation among clients and commitment to ethical, personalized financial planning sets them apart in the competitive wealth management landscape.