A 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.

They are willing to explain everything… They are willing to explain any and everything and answer questions you didn’t know to ask. Great company.

I have been a client of Quest Financial… I have been a client of Quest Financial for the past eight years. Three years prior to my retirement a dear friend referred me to Quest. Bill and Gene began plotting my retirement income based on the "Three Worlds", and by following their advice. Once my employer offered a "Buy Out" I was able to retire without hesitation . Having no previous knowledge of how Annuities/Securities investments could be used as added income with tax shelters, Bill and Gene were patient in educating me on how I could retire ,and maintain my lifestyle. Always available if I had questions, and provided clear concise strategy. Thanks to Quest, I did my homework with the information they presented, learned, and I am extremely happy living a care-free lifestyle! The advisors/staff keep me informed of the ever changing market. They have a great willingness to help clients understand their investments. I love the personal service and regular updates.

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.

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.