Fiduciary
Management
At Quest Fiduciary, we represent and advocate for the unique financial needs of vulnerable members in our community.
We fight against financial exploitation and assist with money management
QFS is a financial management program maximizing financial responsibility in an effort toward promoting economic mobility and wealth building.
Quest Fiduciary leads the largest payee program in the state
Community members who have been diagnosed with a mental disability are able to confidently rely on the help of Quest Financial to manage their income and protect them from predatory financial practices.
Our primary focus is on housing stability that promotes independence
QFS helps beneficiaries who need assistance with paying their bills and provides financial management for approximately 650+ social security beneficiaries throughout the state.
​To ensure housing stability, we verify that all of our clients' bills are taken care of and in turn - help provide an overall better quality of life for residents on the Westside. QFS has helped many Westside residents attain independence and peace of mind.
SSA
Payee Services
Social Security
Administration
Start Up
Veterans
Administration
Fiduciary
Services
What Is A SSA Payee?
Management
A representative payee is a person or an organization. The SSA appoints a payee to receive the Social Security or SSI benefits for anyone who can’t manage or direct the management of his or her benefits.
Duties
A payee’s main duties are to use the benefits to pay for the current and future needs of the beneficiary, and properly save any benefits not needed to meet current needs.
Records
A payee must also keep records of expenses. When we request a report, a payee must provide an accounting to us of how he or she used or saved the benefits.
• Statewide
• 3 Locations
• 650+ SSA
• 200+ VA
Quest Financial caters to the elderly as well as to veterans, working closely with The Department of Veterans Affairs to ensure financial stability for our nation’s heroes.