Background and qualification information is available at FINRA's BrokerCheck website.
Our commitment is to support you in your quest for financial well-being.
At Quest Wealth Management, we value relationships built on integrity, loyalty, and trust.
Your vision is our ambition.
We are honored to share that Jan Spielman has been named to the Forbes Best-in-State Wealth Advisors list, 2019, awarded to advisors who provide clients with a high-quality experience and lead the way in the industry. Jan's No. 1 priority is delivering personalized financial advice to help her clients achieve their goals. We’d like to thank our clients for their trust and the continued opportunity to work with you.
Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced over a three-year period, regulatory and compliance record, and credentials/years of professional experience. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.
Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.
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Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions.