
What Financial Advisors Do
There’s a common misconception that financial advisors spend all their time studying investments. While investment planning is an integral part of the job, it’s often not the central part of what a financial advisor does.
There’s a common misconception that financial advisors spend all their time studying investments. While investment planning is an integral part of the job, it’s often not the central part of what a financial advisor does.
From money.usnews.com: “When she came to Sonya Ranker, a certified divorce financial analyst and certified financial planner at Questmont Strategic Wealth Advisors, Cathy broke down crying in the middle of their meeting. Like so many women going through major life transitions, she struggled to come to grips with the new turn her life had taken.”
From money.usnews.com: There’s a common misconception that financial advisors spend all of their time studying investments. While investment planning is an integral part of the job, it’s often not the central part of an advisor’s daily duties. Sonya Ranker, a Certified Divorce Financial Analyst and Certified Financial Planner at Questmont Strategic Wealth Advisors, estimates 30
On Thursday, October 4, Clients and Friends of Questmont Strategic Wealth Advisors witnessed something uncommon. Many of us are accustomed to traveling to New York City and elsewhere to see world-class entertainment. But on this night, world-class entertainment came to Harrisburg in the form of the Questmont sponsored Broadway in the ‘Burg.
Questmont Strategic Wealth Advisors has selected industry-leading Kestra Financial, Inc., as it independent advisor platform of choice.
The Questmont 2016 Summer Soiree hit in full force last week, bringing out the dancers in friends and clientele alike. Taking advantage of the warm summer evening, the fabulous sound of The Maxwell Project kept the crowd on their feet into the wee hours!
Here at Questmont we offer more than just a yearly review of your portfolio. We like to keep our clients in the know, educated about the factors that could effect them. This years’ Spring Educational Summit was all about The New RetireMENTALITY and what you need to keep in mind when you bow out of the
This is a re-release of last week’s blog post with video of the ABC27 interview now available.
Clientele and friends celebrated a banner year for Questmont at the Annual Ambassador Event on November 6. At Questmont, we believe in thanking those who help to make us successful. All of those attending introduced at least one new client into Questmont this year.
When it comes to keeping clientele happy, Questmont doesn’t play! And dancing the night away wasn’t an issue for Questmont personnel, friends and families at Stocks Manor in August.
To learn more about the professional history of our financial advisors, visit
Securities offered through Kestra Investment Services, LLC, (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Service, LLC, (Kestra AS) an affiliate of Kestra IS. Questmont Strategic Wealth Advisors, Inc., is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://bit.ly/KF-Disclosures.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.
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