VisionQuest Wealth Management

VisionQuest Wealth Management Reviews

Reviews 15
3.7
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I have been a customer of VisionQuest Wealth Manag...

I have been a customer of VisionQuest Wealth Management for several years now and they have always been reliable. Their financial expertise has helped me grow my portfolio. I would recommend them to anyone looking for expert financial advice.

I have been a customer of VisionQuest Wealth Manag...

I have been a customer of VisionQuest Wealth Management for a while now and I'm impressed with their services. They have a great team of experts who have guided me in making smart investment decisions.

I'm really happy with the services provided by Vis...

I'm really happy with the services provided by VisionQuest Wealth Management. They have helped me secure my financial future and I have seen great returns on my investments. Highly recommend!

VisionQuest Wealth Management has been instrumenta...

VisionQuest Wealth Management has been instrumental in helping me plan for retirement. Their financial advisors are knowledgeable and the services they provide are excellent. Highly recommended!

We have had a relationship with VQ since 2008, whe...

We have had a relationship with VQ since 2008, when VQ first started out. Everything was satisfactory to a point. In 2009 it was suggested we have our income taxes by their agent. We did as suggested because, after all, Steve Peters was our financial advisor.
Our taxes were done incorrectly, they were revised allegedly by their agent.
Since having our taxes done by the agent Steve Peters suggested, our personal accounts are being garnished by the federal government, IRS.
This has been an ongoing problem. Steve Peters accepts no responsibility. In fact, he claims he knows nothing about it.
We were promised a fixed return on our investments and before the first year ended he changed the terms of that amount.
I would NEVER recommend VQ to anyone.

With an industry full of stock pickers, salesmen, ...

With an industry full of stock pickers, salesmen, and product manufacturers, I was normally left alone to figure out how to accomplish my goals. VisionQuest designed a plan and helped me evaluate investment options. They managed the process all the way through implementation and still continue to monitor my plan for me, making adjustments as necessary. They see the plan through my own eyes and that is what makes them different.

I was contacted this evening by an entrepreneur re...

I was contacted this evening by an entrepreneur requesting a financial investment in his California-based startup. In his email introduction he mentioned that Steve Peters with VisionQuest suggested that he contact me. I don't know Steve Peters. I'm wondering why Steve is providing my contact information to people without my permission. Based on this website it appears that Steve is in the Family Office Wealth Management business. I'd expect more from a firm that typically manages money for people who highly value their privacy. Steve please contact me directly so that we can clear this up. Thank you.

VisionQuest Wealth Management

VisionQuest Wealth Management

3.7