A long-term financial relationship I trust I have known Eugene Wittstock for many years - long before Quest was founded. Bill Revoir was the first company representative I met. Eugene and Bill each impressed me with their intellect, knowledge and character. They have been generous with their time in educating me about my financial stage in life. Right away, I benefitted by following their retirement advice. I was poised to make a big mistake, but Eugene and Bill provided educated guidance. Recently, a unique fixed annuity opportunity presented itself. I learned both Eugene and Bill worked non-stop for, perhaps, six weeks to ensure their clients could each realize a significant long-term financial benefit. Initially, when I was deciding to entrust Quest with my retirement lifeblood, I challenged both men on their leadership succession plan for the company. Managing retirement investments and finances is, after all, a long-term relationship that must be rock solid trustworthy. To my satisfaction, they were able to demonstrate what they had done up to that point, and what future steps were planned. Their current larger offices are concrete investments they had taken as Quest has grown in talent and scope. I have and do recommend people to Quest Commonwealth.

Your company provides a personal touch… Your company provides a personal touch to the interactions we have. The regular updates and emails also a nice touch. I feel like you do your best to protect and grow my investments.

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.

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

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.