Richard Kuzdak
GBKnowledgeable & 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
Joe Simmons
GBGreat 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.
Rhonda Jackson
GBThey are willing to explain everything… They are willing to explain any and everything and answer questions you didn’t know to ask. Great company.
Mildred Aybar-Reyes
GBBest Retirement and Financial Planning Advisors The Quest Financial team are among the best that can be in the Financial Planning field. They’re very detailed and ensure their clients have a plan customized to meet their needs and future plans. The Quest team maintains constant communication with their clients to ensure they are informed with latest changes impacting their portfolio. They’re very transparent, professional and honest in their interactions. I highly recommend this team for any financial investing and retirement planning needs.
Kenneth Patterson
GBSo Far So Good So Far So Good. It's only been a few months