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.

I 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.

Best 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.

An 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.

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.