Quest Wealth Management - Burbank, California

Introduction

Nestled in the heart of Burbank, California, Quest Wealth Management, situated at 4421 W Riverside Dr UNIT 210, offers personalized and comprehensive financial planning services to help clients navigate the complex landscape of wealth management. This boutique firm is dedicated to providing tailored solutions that align with each client's unique financial goals and objectives.

Main Services

• Comprehensive Financial Planning: Quest Wealth Management begins by gaining a deep understanding of each client's financial situation, goals, and risk tolerance. They then create a customized roadmap that addresses retirement planning, investment management, tax planning, estate planning, and risk management.
• Investment Management: The firm employs a disciplined, evidence-based approach to investing, using low-cost index funds and ETFs to construct diversified portfolios that aim to optimize returns for a given level of risk.
• Retirement Planning: Quest Wealth Management helps clients prepare for retirement by developing strategies to accumulate retirement savings, optimize Social Security benefits, and create sustainable income streams in retirement.
• Tax Planning: The firm works closely with clients to minimize their tax liabilities, both in the short term and long term, through strategic tax planning and investment decisions.
• Estate Planning: Quest Wealth Management assists clients in creating and implementing estate plans that protect assets, provide for loved ones, and minimize estate taxes.
• Risk Management: The firm helps clients identify and mitigate financial risks through appropriate insurance coverage, emergency fund management, and diversification strategies.

Location and Access

Quest Wealth Management is located in the Magnolia Park neighborhood of Burbank, just off the 5 Freeway and I-210, providing easy access for clients coming from nearby cities such as Los Angeles, Glendale, and Pasadena. The office is situated in a two-story professional building with ample parking available on-site.

For those using public transportation, the Burbank Metrolink Station is approximately 1.5 miles away, and several bus routes stop near the office, including the 155 and 90. The office is also wheelchair-accessible, with a dedicated parking spot, ramp access, and a wheelchair-accessible entrance and toilet.

Featured Characteristics

• Personalized Service: Quest Wealth Management prides itself on providing individualized attention to each client. They take the time to understand each client's unique situation and tailor their services to meet their specific needs.
• Fiduciary Duty: As a fee-only financial planner, Quest Wealth Management operates under a fiduciary duty, which means they are legally obligated to act in their clients' best interests at all times.
• Transparent and Ethical Practices: The firm is transparent about their fees, investment philosophy, and decision-making processes. They are committed to maintaining the highest ethical standards in their interactions with clients and other professionals.
• Continuous Education and Support: Quest Wealth Management is dedicated to staying up-to-date with the latest financial planning strategies, tools, and best practices. They also provide ongoing support and education to help clients make informed decisions about their finances.

Practical Information

• Business Hours: Quest Wealth Management is open Monday through Friday, from 9:00 AM to 5:00 PM, with evening and weekend appointments available upon request. They recommend scheduling appointments in advance.
• Contact Information: You can reach Quest Wealth Management by phone at 818-569-3600 or via email at [email protected]. Their website, questwealthmanagement.com, provides more information about their services and team.
• Nearby Attractions: While visiting Quest Wealth Management, you might want to explore nearby attractions, such as the Magnolia Park neighborhood, which offers a variety of local shops, restaurants, and cafes. The Los Angeles Equestrian Center is also nearby, providing opportunities for horseback riding and equestrian events.

Opinions and Average Rating

As a relatively new firm, Quest Wealth Management currently has no reviews on Google My Business. This lack of reviews does not necessarily reflect on the quality of their services, as the firm may not yet have had the opportunity to establish a significant online presence. However, it is essential to note that potential clients should exercise caution when selecting a financial planner and thoroughly research the firm's credentials, certifications, and experience before making a decision.

In the absence of client reviews, it is challenging to provide a specific average rating for Quest Wealth Management. However, based on the firm's commitment to personalized service, ethical practices, and continuous education, one can expect that their clients would likely provide positive feedback once reviews become available. As always, it is crucial for potential clients to conduct their due diligence and make informed decisions based on their specific financial needs and goals.