|About||We are a full service financial consulting firm that goes beyond what’s expected. Our client discovery sessions are designed to uncover what you really value and what you are on quest to fulfill, then we create the plan with you to keep you on course.|
|Mission||To provide sound, unbiased advice on retirement planning, tax planning, estate planning, investments and risk management to our clients.|
Alex Koury is a CERTIFIED FINANCIAL PLANNER™ Professional and Wealth Advisor for Values Quest, Inc., in Phoenix, Arizona. In addition to being a CFP®, he holds the following securities registrations: Series 7, 9 & 10 – General Securities and Series 66 – through Commonwealth Financial Network®. Alex is also licensed through the state of Arizona, California, and Georgia for life, accident/health, disability, fixed and variable annuities and property and casualty insurance.
As Wealth Advisor for Values Quest, Inc., Alex provides financial services for Scottsdale and the Phoenix Metropolitan area. He is also an Investment Advisor Representative with Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer-RIA with $1 billion in annual revenues*, Commonwealth has the scale, stability, and resources to help us deliver the solutions our clients need. With a staff of approximately 810, Commonwealth helps approximately 1,710 independent advisors serve their clients and manage total account assets of approximately $114.4 billion.**
Values Quest, Inc., is an independent wealth management firm dedicated to helping their clients build and preserve their wealth and hard-earned assets. The firm’s independence enables Alex to establish working relationships with other industry leading financial professionals, estate attorneys, CPAs, and insurance providers. Alex leverages their expertise to create customized portfolios, and he only recommends those products and services that are specifically tailored to suit his clients’ unique needs and values. In addition, he prides himself on building lifelong relationships with his clients, which he considers family.
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Values Quest, Inc. 2720 E. Camelback Rd. Suite 200 Phoenix, AZ 85016,