Welcome to ValuesQuest. We are an independent financial firm helping clients establish and maintain their long-term financial goals since 1999.
If you're a current client, you'll find links to access your account, make appointments with us, get up-to-date information about the stock markets and view useful resources that can help empower you to be a more knowledgeable investor.
If you're not currently acquainted with our firm, you can get to know us and understand how we can help you.
We appreciate your interest in ValuesQuest and sincerely look forward to serving you.
Based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance. For more information please visit www.fivestarprofessional.com.
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