Are you ready for retirement? Planning ahead isn't just a smart move; it's essential for a stress-free future. Watch our latest video to learn why starting early can make all the difference.
Quest Commonwealth
Financial Services
Bingham Farms, Michigan 4,860 followers
A financial advisory firm is only as good as it's people. What we stand for makes us who we are.
About us
Our team consists of highly skilled professionals in the fields of retirement planning, income planning, and wealth management. We work together to help ensure our clients have customized and effective retirement strategies. With the emphasis on asset preservation and strategic distribution, our team collaborates to design conservative financial retirement plans for our clients. Our team is dedicated to exceeding our clients’ expectations for service, financial knowledge and the management of their retirement funds.
- Website
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https://questcommonwealth.com/
External link for Quest Commonwealth
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Bingham Farms, Michigan
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Retirement Planning, Wealth Preservation, Income Strategies, Pensions/ 401K Rollovers, Wealth Managment, IRA's and ROTH IRA's, Distribution Planning , Insurance, Securities , and Financial Planning
Locations
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Primary
30700 Telegraph Rd
Ste 1475
Bingham Farms, Michigan 48025, US
Employees at Quest Commonwealth
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Jeff Perry
Partner at Quest Commonwealth | Author, "Safe Money Mindset" | Co-Host of "Safe Money Mindset" TV Show | Defender of Wealth: Championing Holistic…
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Frank Kinnison
Process Coordinator
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Gene Wittstock
Founder and President of Quest Commonwealth
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Bill Revoir IAR
Principal, Wealth Management Division
Updates
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Retirement is the perfect time to dive back into hobbies and interests that you may have set aside during your working years. Whether it's painting, gardening, or learning a new instrument, now is the time to rediscover those passions. Engaging in activities you love not only brings joy but also keeps your mind sharp and your spirit young. At Quest Commonwealth, we understand the importance of a fulfilling and balanced retirement. Our team is here to help you create a financial plan that supports your lifestyle and allows you to pursue your passions without worry. Learn More: questcommonwealth.com safemoneymindset.com
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🌟 Building a resilient investment portfolio through diversification is key to achieving long-term financial stability. Why Diversification Matters: ✅ Risk Management: Spread your investments across various asset classes to minimize risk. ✅ Stable Returns: Balance potential gains and losses for more consistent returns. ✅ Capital Preservation: Protect your wealth from market volatility and economic downturns. Start diversifying your portfolio today with Quest Commonwealth to secure a stable and prosperous financial future! 💼🔍 Learn More: safemoneymindset.com questcommonwealth.com
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Take the next step towards financial freedom by joining our masterclasses on July 24th. Our experts will guide you through essential retirement strategies to secure your financial future. 📅 Date: Wednesday, July 24th 📍 City: Sandusky 🕥 Time: 10:30 AM 📌 Venue: VFW Hall 📍 Address: 850 S. Sandusky Rd, Sandusky, MI 48471 📅 Date: Wednesday, July 24th 📍 City: Imlay City 🕒 Time: 3:00 PM 📌 Venue: Days Inn 📍 Address: 6692 Newark Rd., Imlay City, MI 48444 Seats are limited—register now to secure your spot! 🔗 Register Here: https://lnkd.in/eQK_gR7i #RetirementMasterclass #FinancialPlanning #Sandusky #ImlayCity #RetirementReady
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Learn how to optimize your Social Security benefits through informed decisions on when to claim, understanding various spousal and survivor benefits, and leveraging favorable tax treatments and management tools. https://lnkd.in/e_wz3pwe
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Transitioning from earning a paycheck to managing a sustainable retirement income involves strategies like Social Security, pensions, annuities, and investments, requiring a new financial mindset to achieve stability and peace of mind. https://lnkd.in/eZmu_7kv
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Explore Wall Street’s diverse investment options—stocks, bonds, mutual funds, and ETFs—while ensuring true diversification by also incorporating banking and insurance products for a balanced and resilient financial strategy. https://lnkd.in/e4Bg_mEv
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Unlock the Power of Insurance! Discover how Fixed Annuities, Fixed Index Annuities, Whole Life Insurance, and Indexed Universal Life Insurance can bolster your financial future with growth, stability, and legacy. Learn more in our latest blog. https://lnkd.in/eygsYXaK
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Planning your estate can be complex. Understanding the key differences between wills and trusts is essential for making informed decisions. Choose wisely for peace of mind! Learn More about Estate Planning here: https://lnkd.in/gXRKs_Yi
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