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SEE IF QUEST IS A GOOD FIT FOR YOU

Our goal is to protect the AT&T, DTE and GM clients’ assets while finding ways to make their desired retirement lifestyle possible.

Quest Financial works with friends from AT&T in Michigan, Ohio, Georgia and Texas area to help them to transition into retirement with success. Over the years we have created close and personal relationships with our clients. 
 
Downsizing, economic uncertainty, and fear of retirement can present significant challenges for your financial strategy and it may take more than just market performance and simple investment strategies to provide you with the confidence you deserve for your financial security. That’s why we are committed to earning your trust by thoroughly understanding your needs, goals, and dreams and helping to keep you on the path to financial security throughout your retirement age. 

AT&T Employee?

Download your simplified guide to retirement today!
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​Here are some of the things the guide goes through:
  • How is your pension calculated at AT&T?
  • What milestones do you need to hit to get a pension?
  • Should you take a monthly payout or a lump-sum pension?
  • What are your Social Security benefit options?
  • How does your 401(k) figure into all of this?
  • “How do I guarantee I won’t outlive my money?”
  • The Retirement Checklist

Are you prepared for retirement?

You’ve probably been planning for retirement is some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money?

​Click the button below to download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.
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HEADQUARTERS:
2075 W Big Beaver Rd
Troy, MI 48084
248.599.1000 
(or 866.QUEST.01)
 [email protected]
with locations in Atlanta
Dallas, Chicago, and Kansas City​

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Securities offered by and through CoreCap Investments, Inc., a registered broker/dealer and member FINRA/SIPC; advisory services through CoreCap Advisors, Inc., a registered investment advisor. Quest Financial and CoreCap are separate and unaffiliated entities. This material does not constitute an offer to buy or sell securities or a solicitation of such offers, or an offer to provide investment advisory services in any jurisidiction in which CoreCap and its agents are not appropriately qualified to make or receive such offers or solicitations. *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. Resources (such as but not limited to the “10 Steps” retirement guide) are provided for informational purposes only. Resources are not intended to provide tax or legal advice. By using these resources, you may be provided with information regarding the purchase of insurance and investment products in the future. By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products. Quest Financial provides links to third-party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or website does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by our firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.