Wealthquest

"If I ever have to be in a fox hole, I want with me my weapon, my Bible, and David Kern or Beverly Hassan. As long as one of those two members of WealthQuest is with me, I know I'm going to be okay."

"Megan Hammann, Director of Financial Planning at Wealthquest is a remarkable professional. She's been incredibly helpful to me, my husband and our family. She's smart and knowledgeable, provides expert guidance and insight, and she's delightful and a pleasure to work with. She has been instrumental in helping us to plan for a strong financial future and has welcomed our teens being involved. She's great at coaching, educating and guiding teens as well. She takes a holistic approach and her passion for helping everyday people reach their financial goals and dreams is evident in her interactions with her clients. She cares and it shows. I highly recommend Megan Hammann and Wealthquest to anyone seeking financial planning services."

"I can't stress how important Wealthquest is to us as our guiding partner not only through the financial services they offer, but through education and communication all designed to enhance our lives and help us through our post career stage of life. We feel very confident and are comforted to know that our savings are managed by THE BEST in the business, bar none. The other services they offer round out their offerings to assist us with many real life situations that we have only begun to encounter in our retirement. Wealthquest is a young and vibrant company of real people who know us by name and devote themselves to providing the best customer service possible. If you are looking for a company to partner with to help you manage your life savings, I wholeheartedly recommend that you look into Wealthquest., You will not be disappointed."

"We couldn’t be happier with everything that Wealthquest does and how they do it! They truly set the bar and exceed our expectations for how a financial services company should work to support their clients. They are extremely professional, knowledgeable, timely, pleasurable to work with, and truly have our interests in mind in everything they do. They’ve taken the time to get to know us and our goals/plans to develop our portfolio to align with our needs. We know we’ll meet our goals based on their efforts and results. We also love their holistic approach to not only manage our investments, but also our taxes and estate planning. Wealthquest is a wonderful company filled with expert people who care! We’ve wholeheartedly recommended them to family and friends and will continue to do so."

"Wealthquest has been an excellent fit for me and my husband. They have provided us far more than just investment advice and services. They have worked with us to handle our taxes and also our estate planning needs. They have reviewed our charitable contributions and recommended ways for our dollars to go farther for both us and the causes we support. In our time with them they have truly delivered on their promises and their philosophy rings true with each employee you encounter. We strongly recommend them to anyone looking to get more from their investment advisor."