The Financial-Quest Group

About Us

Small Business and Retirement Planning

The Financial-Quest Group is a network of advisors that help small businesses  raise money through Direct Public Offerings (DPO). We support these regulated plans with business management and affinity group services.

DPO services are based on a three-phase process:

  • Educating and organizing business supporters
  • Business planning and DPO preparation
  • DPO marketing and management

Platform also prepares for crowd-funding campaigns

Our process make DPO plans a key element of business management, marketing and finance. Advisors evaluate business plans and operation; make recommendations and direct implementation. 

Even startups and profit-challenged businesses may participate!