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.
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.
Kenneth Patterson
GBSo Far So Good So Far So Good. It's only been a few months
Catie Thompson
GBRetirement 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.
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.