Aquest Wealth Strategies
414 East Street, Rochester, MI 48307
Location & Phone number
414 East St, Rochester, MI 48307, United States
About the Business
Aquest Wealth Strategies is a finance institution located at 414 East Street in Rochester, Michigan, United States. The institution believes that the right financial planner can make all the difference in your financial future. Dr. Jason Van Duyn, in a video titled "Outlook 2024: A Turning Point," discusses how economic readjustments may impact you in the coming years.
In today's digital world, protecting your information is crucial, especially when it comes to your credit report. Aquest Wealth Strategies also emphasizes the importance of considering intellectual property in your estate strategy, as it is often misunderstood but significant.
The institution delves into how famous individuals have determined their legacies, showcasing that celebrities are just as human as anyone else. Securities and advisory services are offered through LPL Financial, a registered investment advisor. The LPL Financial representative associated with Aquest Wealth Strategies may only conduct securities business with residents of certain states.
To schedule a strategy assessment, you can use the calendar provided on the institution's website. Aquest Wealth Strategies is dedicated to helping clients navigate the complexities of finance and plan for a secure financial future.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We are so fortunate to have Jason and his team in our corner -- especially as we near retirement. He has provided us with the perfect financial vehicles to protect our future, and he treats us like we're his favorite clients. He is passionate and direct. Thank you to the Aquest team!"
"I have been a client of Aquest Wealth since its inception and with Jason Van Duyn prior to that. He and his staff at Aquest Wealth have always been knowledgeable and involved in meeting my financial goals. They are always willing to educate and inform me with the tools to make sound financial decisions. Aquest is supported with qualified staff that I personally have used in the form of Trusts, wills, tax advice, yearly tax returns, long term nursing care, RMDs and the countless types of investments that will provide a sound future for me and my family. I now have been retired for over 10 years and am grateful that Jason and associates have enabled me to secure a sound and enjoyable future."
"I've known Jason VanDuyn since he opened his business. I've watched him grow his business in the years since. I trust Jason as much as I trust my family. I've recommended Aquest Wealth Strategies to friends and family no matter how much they have to invest. He will invest their money with their financial needs in mind. I don't worry about money at all. I don't care about whether the market is up or down. My money is safe."
"I've been a client for almost 10 years and the Aquest Financial Team has helped me manage my investments, tax planning, and estate planning. They have provided me with robust and creative solutions to achieve my financial goals and are always willing to explain strategies and details with on demand and periodic reviews. The staff is very attentive and professional. I also love the Aquest financial education webinars and newsletters. I would recommend Jason and his team to anyone for any or all of their financial planning needs."
"Jason is top notch financial guy. Gives the best advice and is very concerned with my financial success. Extremely trustworthy and knowledgeable concerning the ups and downs of the market. I've been with him for many years!"
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