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.
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.
Gary Allman
GBI have been with Quest for over 20 plus… I have been with Quest for over 20 plus years it has been great! I like the updates and also when I need some information there has always been someone there to help me. I also have my wife and her son with Quest. My wife loves to see that extra income come in I highly recommend getting involved with them.
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.
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.