Working with Quentara was absolutely wonderful. Her time and attention made us feel like million dollar clients. We are certainly not million dollar clients, just a regular family looking for support with budgeting and financial planning. Thank you Quentara!
April 2024
Quentara has been an invaluable resource for my husband and me. As we entered our 60’s we had no idea how to evaluate our financial readiness for retirement. Our retirement savings were in over 8 different accounts, some of which we learned were not yielding a good interest. Quentara advised us and held our hand through the process of timely transferring each account to a single retirement fund. Our second step was to get all our financial information on one wealth management platform from which Quentara is able to provide sound advice regarding retirement planning and current spending. It came in handy when shortly after getting a small mortgage to cover... read full review
December 2023
I have been working with Quentara at Powwow, LLC for a while now. She is extremely knowledgeable and truly committed to helping people understand and realize their financial potential. I was overwhelmed by the enormous amounts of information needed to navigate what I thought was relatively basic personal finance, but it's a full time job! I definitely needed guidance. To put it simply, Quentara takes all the parts of your life regarding anything that has to do with money, which is pretty much everything, (house, family, college, retirement, and stuff you probably haven't even thought of, etc.) and develops a customized plan designed to fit YOUR goals and needs.... read full review
Working with Quentara was absolutely wonderful. Her time and attention made us feel like million dollar clients. We are certainly not million dollar clients, just a regular family looking for support with budgeting and financial planning. Thank you Quentara!
Quentara has been an invaluable resource for my husband and me. As we entered our 60’s we had no idea how to evaluate our financial readiness for retirement. Our retirement savings were in over 8 different accounts, some of which we learned were not yielding a good interest. Quentara advised us and held our hand through the process of timely transferring each account to a single retirement fund.
Our second step was to get all our financial information on one wealth management platform from which Quentara is able to provide sound advice regarding retirement planning and current spending. It came in handy when shortly after getting a small mortgage to cover... read full review
I have been working with Quentara at Powwow, LLC for a while now. She is extremely knowledgeable and truly committed to helping people understand and realize their financial potential. I was overwhelmed by the enormous amounts of information needed to navigate what I thought was relatively basic personal finance, but it's a full time job! I definitely needed guidance. To put it simply, Quentara takes all the parts of your life regarding anything that has to do with money, which is pretty much everything, (house, family, college, retirement, and stuff you probably haven't even thought of, etc.) and develops a customized plan designed to fit YOUR goals and needs.... read full review