Quest Wealth Management - Burbank, California

Introduction to Quest Wealth Management

Nestled in the heart of Burbank, California, Quest Wealth Management stands as a beacon of financial guidance and expertise. Located at 4421 W Riverside Dr, Unit 210, this boutique wealth management firm is dedicated to helping clients navigate the complex world of finance and achieve their financial goals. With a commitment to personalized service and holistic financial planning, Quest Wealth Management is more than just an investment firm; it's a partner that clients can trust to guide them through life's financial journey.

Main Services

• Comprehensive Financial Planning: Quest Wealth Management offers a holistic approach to financial planning, taking into account clients' unique financial situations, goals, and aspirations. This all-encompassing service includes retirement planning, investment management, tax planning, estate planning, and risk management strategies.
• Investment Management: The firm employs a disciplined, research-driven approach to investment management, designed to help clients grow and preserve their wealth. They offer a range of investment strategies tailored to different risk tolerances and investment goals.
• Retirement Planning: Quest Wealth Management specializes in helping clients prepare for retirement. They provide guidance on retirement account types, distribution planning, and Social Security optimization strategies to ensure a comfortable and secure retirement.
• Wealth Preservation and Estate Planning: The firm works with clients to protect their wealth and ensure it's passed on according to their wishes. They provide strategies for minimizing estate taxes, establishing trusts, and creating effective wills and powers of attorney.
• Tax Planning: Quest Wealth Management helps clients minimize their tax liabilities through strategic planning and innovative strategies. They work closely with clients' tax professionals to ensure coordinated and effective tax planning.

Location and Access

Quest Wealth Management is situated at 4421 W Riverside Dr, Unit 210, Burbank, CA 91505, United States, in the heart of the San Fernando Valley. The office is easily accessible from major highways, including the I-5 and the I-134. Public transportation is also nearby, with the Burbank Metrolink Station and several bus stops within walking distance. The office offers ample parking, including a wheelchair-accessible car park.

Featured Characteristics

• Personalized Service: Quest Wealth Management is committed to providing personalized service to each of its clients. They take the time to understand each client's unique financial situation and goals, and tailor their services accordingly.
• Fiduciary Duty: As a registered investment advisor, Quest Wealth Management is held to a fiduciary standard, which means they are legally obligated to act in their clients' best interests at all times.
• Fee-Only Compensation: The firm is compensated solely by client fees, eliminating any potential conflicts of interest that can arise from commissions or other forms of compensation.
• Experienced Team: The Quest Wealth Management team consists of experienced financial professionals who are dedicated to providing the highest level of service and expertise to their clients.

Practical Information

• Contact Information: Phone: 8185693600.
• Office Hours: Monday - Friday, 9:00 AM - 5:00 PM.
• Appointments: Appointments are recommended, and can be scheduled by calling the office or using the online contact form on their website.
• Accessibility: The office is wheelchair-accessible, with a wheelchair-accessible entrance and toilet.

While there are currently no reviews of Quest Wealth Management on Google My Business, the firm's commitment to personalized service, fiduciary duty, and fee-only compensation are testament to their dedication to their clients' best interests. Their comprehensive range of services, experienced team, and convenient location make them an excellent choice for anyone seeking wealth management services in the Burbank area.