Cleon Squirewell
GBRetired 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
Richard Wheeler
GBYour 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.
AUDREY
GBRetirement Advisors Quest provides you with a detailed financial analysis showing how your money will work for you into the future. They spend time with you to explain the financial markets and answer all questions. They have a team approach and all their staff are friendly and helpful. They are honest, and as a fiduciary will recommend the best options for your financial success. They provide short podcasts on how the markets are performing and what they are doing to minimize your risks in a downturn. I have been their client for almost 2 years and would recommend them to friends and family.
J&C Davison
GBI 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.
Constance Locke
GBalways 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.