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Aquest Wealth Strategies

AQuest Wealth Strategies represents the next generation of financial services. Completely independent, AQuest has the freedom to offer a true open architecture platform enabling us to choose from the entire universe of products and investments that is in your best interest. The AQuest team isn’t under any pressure to push certain products or fulfill any sales quotas, allowing us to provide our clients with personal and professional advice. AQuest offers lux level strategies to the average investor through a highly individualized approach to wealth management. Our high-touch service and strategies combined with sophisticated technologies provide our clients with the best experience available. Our philosophy is to align all areas of a client’s financial world to work cohesively as we strive to create maximum tax savings and furnish a diverse world of products to pursue your goals. Securities and advisory services are offered through LPL Financial. A registered investment advisor. Member FINRA finra.org Member SIPC spic.org. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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HeadquartersRochester, United StatesEmployees14(1 to 10)Annual revenue<$1MWebsiteaquestwealth.comLinkedIn profileLinkedIn

Verified contacts

12

available on Kipplo

LinkedIn employees

14

1 to 10 range

Open roles

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Distinct roles

9

indexed titles

Tech stack

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Monthly traffic

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Top roles at Aquest Wealth Strategies

9 distinct titles indexed · top 9 shown.

  • 2lpl financial advisor
  • 1administrative assistant
  • 1advisory board member
  • 1chief operations officer & senior paraplanner
  • 1client services manager & marketing coordinator
  • 1financial advisor
  • 1intern office assistant
  • 1marketing manager
  • 1paraplanner

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