LifeQuest Financial, LLC

LifeQuest Financial, LLC We provide financial planning, retirement design and other solutions to our valued clients.

MISSION STATEMENT:

To equip and educate our valued clients with the tools to help them keep their promises to themselves and their loved ones.

Looking forward to advancing my knowledge base, knocking out my continuing ed requirements, and reconnecting with vendor...
03/30/2023

Looking forward to advancing my knowledge base, knocking out my continuing ed requirements, and reconnecting with vendor partners & friends at this year's NAPA 401(k) Summit. See you soon San Diego!

Thank you to Natixis!  Adding to my knowledge base to serve Plan Sponsors.
04/05/2022

Thank you to Natixis! Adding to my knowledge base to serve Plan Sponsors.

Advisor attendees at are eligible to join the four-hour ESG(k) Certificate Bootcamp today and earn their certificate, courtesy of our partners at Natixis Investment Managers 😀.
https://napasummit.org/agenda/

03/31/2020

Good news on the markets last week. But we still need positive news on COVID19 transmission before we can become more optimistic. Click here to read more:

Protecting your mental health during this difficult time is of the utmost importance. The CDC offers tips to help yourse...
03/26/2020

Protecting your mental health during this difficult time is of the utmost importance. The CDC offers tips to help yourself and others cope with stress:

Coronavirus disease 2019 (COVID-19) is a virus (more specifically, a coronavirus) identified as the cause of an outbreak of respiratory illness first detected in Wuhan, China.

03/12/2020

S&P 500 on track to finish in bearmarket. We are focusing on how long the impact from the virus will last as that may be the key to a quick recovery. Cetera Investment Management analyzes the recent market moves what this means for your portfolio.

Increased market volatility is the new norm.  To address these uncertain markets, time-tested diversification strategies...
03/11/2020

Increased market volatility is the new norm. To address these uncertain markets, time-tested diversification strategies are of utmost importance. Cetera Investment Management analyzes the recent market moves what this means for your portfolio.

While more market weakness is possible as investors weigh the impact of the COVID-19 virus on global growth, we believe ...
03/05/2020

While more market weakness is possible as investors weigh the impact of the COVID-19 virus on global growth, we believe any market downside will be limited.

02/14/2020
This commentary discusses the recent developments in the Middle East.
01/08/2020

This commentary discusses the recent developments in the Middle East.

Address

2000 Winton Road S, Ste 4-LL2
Rochester, NY
14618

Telephone

+15854196752

Website

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