Who We Are
Value – Not all financial planning firms are alike. We believe the four key principles below set us apart from the rest and offer our clients unparalleled value.
Independence – As a local, independent financial planning business, we are not owned or employed by any large corporate financial services firm. We have the freedom to structure our business practices to best serve the unique needs of our clients in our local communities.
Objectivity – We are not forced to sell proprietary products or meet sales quotas; therefore, we provide unbiased recommendations and impartial guidance based directly on our clients’ needs and goals.
Integrity – Our financial planning model follows the guidelines set forth by the Certified Financial Planner Board of Standards. We have built our business by giving clients the honest, straightforward and reliable advice they need to achieve their financial success.
Experience – Quest Financial Group, LLC is comprised of dedicated staff with more than 50 years of combined experience in financial services, and led by a Certified Financial Planner. We provide assistance in all facets of financial management, including investment management, retirement planning, college funding, insurance planning, estate and tax planning.