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Quest Commonwealth
金融服务
Bingham Farms,Michigan 4,908 位关注者
Life is complex... Building a Life of Wealth Doesn't have to be.
关于我们
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.
- 网站
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https://questcommonwealth.com/
Quest Commonwealth的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Bingham Farms,Michigan
- 类型
- 私人持股
- 创立
- 2009
- 领域
- Retirement Planning、Wealth Preservation、Income Strategies、Pensions/ 401K Rollovers、Wealth Managment、IRA's and ROTH IRA's、Distribution Planning 、Insurance、Securities 和Financial Planning
地点
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主要
30700 Telegraph Rd
Ste 1475
US,Michigan,Bingham Farms,48025
Quest Commonwealth员工
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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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Gene Wittstock
Founder and President of Quest Commonwealth
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Bill Revoir IAR
Principal, Wealth Management Division
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Chris Skorupski
Director of Operations at Quest Financial
动态
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?? Happy Thanksgiving from all of us at Quest Commonwealth! ?? Today, we take a moment to reflect on the things that matter most—family, friendship, and the opportunity to grow together. We are incredibly grateful for your trust, your partnership, and the community we’ve built together. May your day be filled with joy, laughter, and plenty of delicious food! Thank you for being part of our journey.
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Partner at Quest Commonwealth | Author, "Safe Money Mindset" | Co-Host of "Safe Money Mindset" TV Show | Defender of Wealth: Championing Holistic Wealth Preservation and Retirement Planning
???????? ????????????????????????, ????’???? ?????????????? ?????????? ???? ?????????????????? ???????????????????? ???? ?????????????? ???? ???????? ?????????? ??????????????—??????????????????, ????????????????????, ?????? ????????????????. ???? In this special edition of the Safe Money Mindset Newsletter, we’re sharing a heartfelt message of thanks and exploring how gratitude can shape our financial journeys. Let’s take a moment to celebrate our wins and embrace the season of giving. ?? Click below to read the full article and join us in reflecting on what makes this time of year so meaningful. ?????????????? ?????? ?????? ???????? ?????????? ???????? ?? ???????? ?????? ???????????? ????????????????????????! ??? #Thanksgiving #Gratitude #FinancialWellness
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Join Us Tonight for an Exclusive AT&T Webinar! Discover The Impact of Federal Interest Rates on Pensions and 401(k) Tax Burdens in 2025, Learn to Avoid Over-Taxation of 401(k) Accounts, & Understand The Three Worlds of Money Click here to register: https://lnkd.in/erkxvvD6
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Annuities can help make your retirement more secure by offering guaranteed income, protection from market losses, and tax-deferred growth. Whether you're looking for steady income or a safe place to grow your money, there's an annuity for you! ?? Tip: Pair annuities with other investments to keep your retirement balanced and growing. Curious how annuities could fit your goals? Let’s explore! https://lnkd.in/ePcx775F
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We’re proud to share that Quest Commonwealth’s traveling Retirement Masterclass was recently spotlighted by AP News. The article highlights our commitment to empowering Michigan communities with free workshops on income strategies, tax-efficient withdrawals, and estate planning. This recognition underscores the impact of our mission to provide retirees with the knowledge needed for financial security, even amidst economic uncertainty. As we expand into 2025, this feature fuels our drive to bring accessible financial education to even more people. Read the full story on AP News: https://lnkd.in/eQfeZS89
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Join us for a AT&T Safe Money Mindset Webinar! ? What You'll Learn: Navigating Pensions Around Federal Interest Rates Avoid Over-Taxation of 401(k) Accounts Understanding The Three Worlds of Money ?? Date: Nov 26th @ 7:00PM ?? Where: Online - Attend from anywhere! ?? Save your spot now and take control of your financial future ?? https://lnkd.in/erkxvvD6
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?? Want to dive deeper? Read our latest blog to learn how interest rates impact your savings and investments—and discover strategies to keep your money growing in any environment: https://lnkd.in/eXK49wGR #FinancialTips #SmartInvesting #SafeMoney
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Partner at Quest Commonwealth | Author, "Safe Money Mindset" | Co-Host of "Safe Money Mindset" TV Show | Defender of Wealth: Championing Holistic Wealth Preservation and Retirement Planning
?? ?????? ???????? ?????????? ?????????? ???? ???????????????? ???????????? ?????????? ???????????????????? ?? ?????????????? ?????????????? ???????????????????? ???????????? ???????? ?????? ???? ???????? On November 7, 2024, the Federal Reserve announced its second interest rate cut of the year, reducing the benchmark rate by 0.25 percentage points to a range of 4.5% to 4.75%. This decision aims to provide relief amid cooling inflation and to support economic growth. ???????????? ???????????????? ???????????? ???? ???? ???????? The U.S. economy demonstrated robust growth in the third quarter of 2024, with GDP increasing by 2.8%. This surprising strength defied earlier recession expectations, indicating a soft landing despite high interest rates. Consumer confidence is rebounding, and inflation has returned to pre-pandemic levels. ?????????? ???????????? ???????? ?????? ?????????? Major stock indices have reached new highs as earnings reports continue to exceed expectations, especially in the tech and healthcare sectors. This resilience in corporate performance is bolstering investor confidence despite macroeconomic challenges. ?????? ????????????????: The U.S. economy remains strong with solid consumer spending and easing inflation. The recent Fed rate cut aims to sustain growth, making it a pivotal time for financial planning. #EconomicUpdate #FederalReserve #GDPGrowth #StockMarke
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The Safe Money Mindset YouTube Channel is Here! Get ready to take part in our live workshops now accessible from anywhere, We’ve launched the Safe Money Mindset YouTube channel to bring our expert-led workshops directly to you. From mastering retirement strategies to learning about tax-smart moves and income security, these sessions break down the essentials in a way that’s easy to follow and apply. ?? Subscribe now to join our upcoming workshops, where we cover real questions and provide insights to help you make confident, informed financial decisions. Your path to financial security starts here! https://lnkd.in/ebnHYYTR