Quest Wealth Management - Burbank, California

Quest Wealth Management: Comprehensive Financial Planning in Burbank, California

Nestled in the heart of Burbank, California, Quest Wealth Management offers a holistic approach to financial planning, empowering clients to navigate the complexities of wealth management with confidence. Located at 4421 W Riverside Dr, Unit 210, this boutique firm is dedicated to providing personalized, comprehensive financial solutions tailored to each client's unique needs.

Main Services

• Holistic Financial Planning: Quest Wealth Management helps clients evaluate their financial health from every angle, including budgeting, debt management, saving, and investing. They believe that a well-rounded financial plan is the key to long-term success and stability.
• Investment Management: The firm offers customized investment strategies, designed to help clients grow and preserve their wealth. They utilize a disciplined, evidence-based approach, focusing on long-term goals rather than short-term market fluctuations.
• Retirement Planning: Quest Wealth Management guides clients through the intricacies of retirement planning, ensuring they have the resources to enjoy a comfortable, secure retirement. This includes strategies for retirement income, Social Security optimization, and Medicare planning.
• Estate Planning: The firm works with clients to create comprehensive estate plans, preserving their legacy and providing for their loved ones. Services include wills, trusts, power of attorney, and healthcare directives.
• Tax Planning: Quest Wealth Management helps clients minimize their tax liabilities and maximize their after-tax returns. They collaborate with clients' tax professionals to ensure coordinated, effective tax planning strategies.

Location and Access

Quest Wealth Management is conveniently situated in the Magnolia Park neighborhood of Burbank, with easy access to major thoroughfares like the I-5 and CA-134. The office is approximately 15 minutes from Bob Hope Airport and about 25 minutes from downtown Los Angeles.

• Public Transportation: The office is serviced by several Burbank Bus routes, and the Downtown Burbank Metrolink Station is about a 10-minute drive away.
• Parking: Complimentary, wheelchair-accessible parking is available on-site, ensuring accessibility for all clients.

Featured Characteristics

Quest Wealth Management stands out for several unique characteristics that set it apart in the financial planning landscape:

• Fiduciary Duty: As a fee-only, fiduciary advisor, Quest Wealth Management always acts in the best interest of its clients, providing unbiased, conflict-free advice.
• Customized Planning: The firm takes a personalized approach to financial planning, recognizing that each client's situation is unique. They work closely with clients to understand their goals, values, and concerns before developing tailored strategies.
• Transparent Communication: Quest Wealth Management emphasizes open, honest communication. They explain complex financial concepts in plain language and are always available to answer questions or address concerns.

Practical Information

• Address: 4421 W Riverside Dr Suite 210, Burbank, CA 91505, United States
• Phone: 818-569-3600
• Website: https://questwealthmanagement.com/
• Business Hours: Monday - Friday, 9:00 AM - 5:00 PM (appointment recommended)
• Accessibility Features: Wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible toilet, and toilet.

Client Reviews and Testimonials

As a relatively new addition to the Burbank financial planning landscape, Quest Wealth Management currently has no reviews on Google My Business. However, the firm's founders bring extensive experience and a commitment to excellence in financial planning, setting the stage for positive client experiences in the future.

While there are no client reviews to highlight at this time, the positive aspects of Quest Wealth Management's approach are evident in its core values and services. These include:

• Personalized attention: The firm's commitment to understanding each client's unique situation and goals ensures that every plan is tailored to their specific needs.
• Transparent communication: Quest Wealth Management's dedication to explaining complex financial concepts in clear, straightforward language builds trust and empowers clients to make informed decisions.
• Holistic approach: By addressing all aspects of a client's financial health, Quest Wealth Management helps clients achieve true financial wellness and security.

Conclusion

Quest Wealth Management offers a comprehensive, personalized approach to financial planning, helping clients in Burbank and the surrounding areas secure their financial futures. With a commitment to acting in clients' best interests, transparent communication, and a holistic planning approach, Quest Wealth Management is poised to become a trusted financial partner for individuals and families seeking expert guidance and support.