Richard Kuzdak
GBKnowledgeable & personal service Quest fully explained all aspects of their approach to financial strategy. Very personal service. Continued updated with podcasts throughout the year. Answered all our questions and concerns
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.
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.
Phyllis Leverett
GBA loving and caring Financial Firm I joined Quest Financial before I retired. I was with another firm that was not as caring as Quest. From day 1 I could always call them and address what concerns I had about my account. They would pull my portfolio and address my concerns. If they are not able to answer everything in that 1 call I would get a call within 24 hours. They now beat me in addressing my concerns with updated podcast addressing current situation going on in the world to reassure you what actions they are taking to make sure you are are aware of what is happening with your funds when the worldly market is not doing great. They also give directions on how to reallocate your funds in your 401K. My sister who introduced me to Quest use to saw Eugene the founder of the company was like your dad. He made sure he took care of all his children okay clients, keeping them on the discipline track saving funds for their retirement. He also made sure you understood the reason behind the decision being made and he listened to your concerns as well. His team he hired at Quest he makes sure they have that same attitude. I consider them my extended family. Thank you Quest for over 20 years of service.