Great folks to work with Great folks to work with, great on-line presentations, and will respond to questions and requests quickly. Only thing that would make the experience and interactions better would be a much more detailed UPFRONT explanation of the interactions between Quest, CreativeWealth, and TD Ameritrade.

Retirement planning is a complex matter… Retirement planning is a complex matter and sometimes confusing. Quest was able to provide clear options for a retirement plan to meet my needs. The advice and strategy that I have received from Quest Financial has been outstanding! I am very happy with my choice and have recommended them numerous times. Their attitude is always excellent and professional. I truly appreciate their advice and guidance.

Retired with financial freedom Before my husband and I retired my husband was pretty much handling our finance investments we knew it was time to get an investment firm with a good track record and stability in the financial advisory area and thank GOD a neighbors friend told us about Quest Financial that was over 5 years ago and we are so happy to say it was one of the best investment decisions we’ve ever made. Thank you for guiding us into a great financial future which is allowing us to live a worry free finance lifestyle. Ms.Deborah Squirewell

always willing to talk and do a review… always willing to talk and do a review and address any concerns. Would like to see a bit better return on my money that is invested as well.

I have been a client of Quest Financial… I have been a client of Quest Financial for the past eight years. Three years prior to my retirement a dear friend referred me to Quest. Bill and Gene began plotting my retirement income based on the "Three Worlds", and by following their advice. Once my employer offered a "Buy Out" I was able to retire without hesitation . Having no previous knowledge of how Annuities/Securities investments could be used as added income with tax shelters, Bill and Gene were patient in educating me on how I could retire ,and maintain my lifestyle. Always available if I had questions, and provided clear concise strategy. Thanks to Quest, I did my homework with the information they presented, learned, and I am extremely happy living a care-free lifestyle! The advisors/staff keep me informed of the ever changing market. They have a great willingness to help clients understand their investments. I love the personal service and regular updates.