General Info

VantaQuest, located in Cypress, CA, is your trusted partner for comprehensive financial planning and investment services. As experienced financial advisors, we offer a wide range of solutions tailored to meet your unique financial goals. Our expertise spans various investment options, including bonds, common stocks, and government securities. We specialize in retirement planning with diverse IRA options such as Educational, Traditional, Roth, SEP, and SIMPLE IRAs. VantaQuest also provides expert guidance on 401(k) and 403(b) planning, ensuring a secure financial future for our clients. Our services extend to college planning, estate planning, and tax planning, helping you make informed decisions for long-term financial success.