VisionQuest Financial Planning LLC

Germaine Gebhard 

on Google

3 years ago

I have been working with VisionQuest Financial Planning and Warren McIntyre for over 20 years. A fee based financial planner is the way to go if you want a plan designed to serve you and your needs and not put a broker first. Thanks to Warren's guidance I am exactly where I would like to be with my finances, safe and secure. 

John Doe 

on Google

4 years ago

We have used VisionQuest for the past 2 years. Warren is excellent and advises low cost funds. He listened to our concerns and requirements and designed a portfolio that exceeded our expectations. We will use VisionQuest for all future needs and recommend them to all our friends. 

Melanie Grinnell 

on Google

6 years ago

Warren McIntyre, owner of VisionQuest Financial Planning was sooo helpful and wonderful to work with. He put me on the right track and saved me a ton of money. I had done a lot of research so knew I wanted an hourly fee-based planner. I checked out his website and his credentials and read some of his blog posts. He is a proponent of index funds. After meeting with a couple other planners, reading a lot, listening to some podcasts and watching a Frontline episode about the pitfalls of retirement planning, I was pretty certain... read more