Enjoy a relaxed complimentary 15-minute coffee consultation with an experienced wealth manager
This is not a sales meeting and there is no obligation to buy anything
- Dessert Oasis - Rochester MI
Watch the video to see how it works
Location:
336 S Main St
Rochester, MI 48307
- Receive free personalized financial advice in a calm and relaxed environment.
- Get clear, straightforward answers to all of your financial, tax, or retirement questions
- Discover how our firm may be able to help you pursue your financial goals.
- Explore what it's like to work with our team and see if we're a good fit for one another.
- This is not a sales meeting and you won't be pressured to buy anything.
Why would you trust us?
AQuest Wealth is an independent wealth and tax management firm in the vibrant community of Rochester, Michigan. We understand that your financial journey is unique and requires personalized attention to pursue your goals. With decades of experience, our team has successfully helped over 1,000 families and individuals plan for their dream retirement lifestyle.
Finding a trustworthy financial advisor can be stressful and intimidating, which is why we’re offering you the chance to meet with one of our experienced advisors at Dessert Oasis Coffee Roasters in Downtown Rochester. This isn’t a sales pitch—there are no strings attached and no obligations. Our goal is to help you uncover potential opportunities, gain valuable insights, and see if it makes sense for our team to help you achieve your goals.
Loved by people like you
Read what our clients say after working with us
Margaret S.
“I have worked with AQuest for over 20 years and I trust them completely. They always have my best interests in mind, and the individualized attention shown to me is unsurpassable.”
This statement is a testimonial by a client of the financial professional as of 11/16/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Tom R.
“I have been a client of AQuest / Jason Van Duyn since 2007. Jason and his team have led us through several life/professional work changes. They are highly professional, always available to discuss strategies/tactics, and are super personable. They are not a cookie-cutter investment advisory firm, but one that takes into consideration our personal goals.”
This statement is a testimonial by a client of the financial professional as of 03/13/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Bill H.
“I have been a client of Aquest Wealth since its inception and with Jason Van Duyn prior to that. He and his staff at Aquest Wealth have always been knowledgeable and involved in pursuing my financial goals. They are always willing to educate and inform me with the tools to make sound financial decisions. I now have been retired for over 10 years and am grateful for the help that the AQuest team has provided”
This statement is a testimonial by a client of the financial professional as of 11/22/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Gordon S.
“We have been long-term customers of Jason after having gone through two negative experiences with prior financial advisors. Jason has a high degree of integrity, always looking out for your best interest (even if it reduces his income). He is very knowledgeable and open-minded to contrasting ideas. Service has continued to be excellent, even after moving out of state.”
This statement is a testimonial by a client of the financial professional as of 03/21/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Sue J.
“I am so lucky to have Jason and his team managing my investments. He has helped me make the right decisions for my investments in my retirement as well as before. He is extremely knowledgeable and I trust his advice and suggestions. He takes the time to educate me on the best strategies and why he is recommending them to me. He treats me like family and always makes me feel comfortable. His staff is very friendly and also makes me feel at home. I would highly recommend Jason as a financial advisor.”
This statement is a testimonial by a client of the financial professional as of 03/07/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Deana L.
“We are extremely pleased to be clients of AQuest. The whole team has gone beyond our expectations in protecting and growing our assets. They consider our needs and lifestyle – never offering a “cookie-cutter” solution, but tailoring a wide variety of financial instruments for our special needs.”
This statement is a testimonial by a client of the financial professional as of 04/16/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Nancy E.
“I’ve worked with Jason Van Duyn since he opened AQuest Wealth. I trust Jason as much as I trust my family. I’ve recommended AQuest to friends and family no matter how much they have to invest. AQuest will invest your money with your financial needs in mind.”
This statement is a testimonial by a client of the financial professional as of 11/16/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Marvin P.
“I have to admit everyone should have a financial advisor like Jason, you can tell he is genuinely concerned about my family’s future. He doesn’t just talk money or numbers, he asks about my family’s wants and needs. Most of all he emphasizes to contact him at any time with concerns. His whole staff treats you as family, I’m totally happy with his service”
This statement is a testimonial by a client of the financial professional as of 04/03/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Michael K.
“I have been with Jason Van Duyn and Matt Gross at AQuest Wealth for several years now and thoroughly enjoy working with them. Not only are they very knowledgeable and helpful, but they take a personal interest in my well-being. I would highly recommend working with these guys if you are looking for top-notch investment services. They do a great job!”
This statement is a testimonial by a client of the financial professional as of 11/22/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
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Securities and advisory services through LPL Financial, a registered investment advisor, Member FINRA & SIPC. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. AQuest Wealth Strategies and LPL Financial do not provide tax advice or legal advice/services. Please consult your tax or legal advisor regarding your specific situation. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way.
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