Customized Plan I started with a free seminar given to the employees of AT&T with thoughts of retirement. It was super informative but left me with questions. I scheduled a 1:1 with an advisor and that was the best decision ever! Thankfully these amazing folks work as a team and utilize each of their expertise to build a plan that helps me work toward my goals. Not quite time to retire but I trust I am now on a realistic path! Love these folks.

Knowledgeable & personal service Quest fully explained all aspects of their approach to financial strategy. Very personal service. Continued updated with podcasts throughout the year. Answered all our questions and concerns

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.

I am not satisfied with Quest… I am not satisfied with Quest Financial. Based on a previous sales presentation we had optimistic expectations, however, QF was ultimately unable to deliver a satisfactory financial plan. We were also mistakenly charged fees. We did receive a refund check from Quest but did not receive any supporting documents detailing how they arrived at the refund amount. Customer follow up is also lacking. Based on my experience I would not recommend Quest Financial.

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