Phyllis Leverett
GBAn Awesome Team When I call concerning an issue with my account or a general question, anyone that answers at this firm is polite and gets you to the correct person if they can't handle your request. When I am promised a call back it is done the same day or the next business day. When the economy is not doing well I get an updated podcast in my email regarding what they are doing to keep my finances secure. The podcast updates can be 2 within 1 week depending on the market. This puts me at ease to know someone outside of my family cares about my retirement funds.
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.
Mary Primavera
GBCustomized 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.
Mela Hodge
GBThis company is one of the best and customer service is spot on! When my husband and I decided to retire, I contacted Quest Financial USA. They are a company of professionals but also with a personal feel. Anytime I call with a question they answer right away. My husband and I have been retired over a year and we feel comfortable with Quest handling our funds. Great company to work with.
Lasenia Jones
GBLong Term Satisfaction We've been with the company more than 20 years. Timely! Efficient! Personable! Service oriented! Reponsive! Always there! Excellent products and excellent advice to meet one's financial and retirement needs. TRUSTWORTHY!