With an industry full of stock pickers, salesmen, and product manufacturers, I was normally left alone to figure out how to accomplish my goals. VisionQuest designed a plan and helped me evaluate investment options. They managed the process all the way through implementation and still continue to monitor my plan for me, making adjustments as necessary. They see the plan through my own eyes and that is what makes them different.
I was contacted this evening by an entrepreneur requesting a financial investment in his California-based startup. In his email introduction he mentioned that Steve Peters with VisionQuest suggested that he contact me. I dont know Steve Peters. Im wondering why Steve is providing my contact information to people without my permission. Based on this website it appears that Steve is in the Family Office Wealth Management business. Id expect more from a firm that typically manages money for people who highly value their privacy. Steve please contact me directly so that we can clear this up. Thank you.
We have had a relationship with VQ since 2008, when VQ first started out. Everything was satisfactory to a point. In 2009 it was suggested we have our income taxes by their agent. We did as suggested because, after all, Steve Peters was our financial advisor.Our taxes were done incorrectly, they were revised allegedly by their agent.Since having our taxes done by the agent Steve Peters suggested, our personal accounts are being garnished by the federal government, IRS.This has been an ongoing problem. Steve Peters accepts no responsibility. In fact, he claims he knows nothing about it.We were promised a fixed return on our investments and before the first year ended he changed the terms of that amount.I would NEVER recommend VQ to anyone.
Were arrested for running Ponzi Schemes on news.. right?