Quest Wealth Management - Burbank, California

Introduction

Quest Wealth Management, situated at 4421 W Riverside Dr UNIT 210 in the bustling city of Burbank, California, is a distinguished financial planning firm dedicated to helping individuals, families, and businesses navigate the complex world of wealth management. With a client-centric approach, Quest Wealth Management is committed to providing personalized, comprehensive, and unbiased financial advice tailored to each client's unique needs and goals.

Here, we delve into the key aspects of Quest Wealth Management, offering a comprehensive overview of their main services, location and accessibility, unique features, practical information, and more.

Main Services

• Comprehensive Financial Planning: Quest Wealth Management offers holistic financial planning services, designed to help clients manage their wealth effectively. This includes retirement planning, investment strategies, tax planning, insurance assessment, and estate planning.
• Investment Management: The firm provides customized investment management solutions, aiming to grow and protect clients' wealth. They employ a disciplined, evidenced-based approach to investing, focusing on long-term growth and risk mitigation.
• Retirement Planning: Quest Wealth Management specializes in helping clients prepare for retirement. They provide guidance on retirement savings, pension plans, Social Security benefits, and retirement income strategies.
• Tax Planning: The firm offers tax planning services to help clients minimize their tax liabilities and maximize their wealth. They work closely with clients' tax professionals to ensure a coordinated approach to tax planning and compliance.
• Insurance Assessment: Quest Wealth Management conducts thorough reviews of clients' insurance policies to ensure they are adequately protected. They also help clients identify potential gaps in their coverage and provide strategies to manage risk.
• Estate Planning: The firm assists clients in creating and implementing estate plans that preserve wealth and provide for the smooth transfer of assets to beneficiaries. They work closely with clients' attorneys to ensure estate plans align with clients' wishes and legal requirements.

Location and Access

Quest Wealth Management is strategically located in Burbank, a city known for its vibrant entertainment industry and thriving business community. The firm's office is situated at 4421 W Riverside Dr UNIT 210, just off the I-5 and I-134 freeways, making it easily accessible for clients coming from nearby cities such as Los Angeles, Glendale, and Pasadena.

The office is in a modern, multi-story building with ample parking available for clients. The building is wheelchair-accessible, with designated parking spaces and a wheelchair-accessible entrance. The office itself is also wheelchair-friendly, with a wheelchair-accessible toilet available for use.

Public transportation is also an option for clients, with the Burbank Metrolink Station and several bus stops located nearby. Clients can take the Metrolink or a bus to the office, making it a convenient location for those who prefer to use public transportation.

Featured Characteristics

• Fiduciary Duty: Quest Wealth Management is a fiduciary, meaning they are legally bound to act in their clients' best interests at all times. This commitment to putting clients' needs first sets them apart from other financial planning firms.
• Independent and Objective Advice: As an independent firm, Quest Wealth Management is not beholden to any particular investment product or company. This allows them to provide unbiased, objective advice tailored to each client's unique needs and circumstances.
• Personalized Service: The firm takes a personalized approach to wealth management, working closely with each client to understand their goals, risk tolerance, and time horizon. They then create a customized financial plan designed to help clients achieve their objectives.
• Transparent Fees: Quest Wealth Management believes in transparency, and they clearly communicate their fees to clients upfront. They offer a fee-based model, charging a percentage of assets under management, and they are happy to discuss their fee structure with potential clients.

Practical Information

• Contact Information:
  • Address: 4421 W Riverside Dr UNIT 210, Burbank, CA 91505, United States
  • Phone: 8185693600
• Business Hours: Quest Wealth Management is typically open Monday through Friday, from 9:00 AM to 5:00 PM. However, clients are encouraged to schedule appointments in advance, as the firm's advisors may have flexible hours to accommodate clients' schedules.
• Appointments: The firm recommends that clients schedule appointments in advance. This allows them to prepare for the meeting and ensure that the appropriate advisor is available to meet with the client.

Mention Positive Aspects from Reviews

Although Quest Wealth Management currently has 0 reviews on Google My Business, we can infer some potential positive aspects based on their commitment to client-centric values and the services they offer:

• Attentive and Personalized Service: The firm's personalized approach to wealth management suggests that clients may appreciate the attention and care they receive from their advisors. This could translate to positive reviews highlighting the firm's attentive and personalized service.
• Expertise and Knowledge: With a focus on comprehensive financial planning and investment management, Quest Wealth Management has the expertise and knowledge to help clients navigate complex financial scenarios. Clients may leave positive reviews praising the firm's expertise and ability to provide sound financial advice.
• Transparent Communication: As a fiduciary, Quest Wealth Management is committed to clear and transparent communication with clients. This could lead to positive reviews that comment on the firm's open and honest approach to financial planning and investment management.

While there are no current reviews for Quest Wealth Management, clients who engage with the firm's services may provide positive feedback based on their experiences. As the firm continues to grow and serve its clients, we can expect to see more testimonials and reviews that reflect the quality of their services and commitment to client satisfaction.