Quest Commonwealth

30700 TELEGRAPH RD, 48025-4590, BINGHAM FARMS, United States
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4.60
Based on 20 Reviews

5

75.00%

4

20.00%

3

0.00%

2

0.00%

1

5.00%
About Quest Commonwealth

A premier retirement planning firm that works with people across the entire United States. Our team consists of highly skilled professionals in the fields of retirement planning, income planning, and wealth management. We work together to help ensure our clients have customized and effective retirement strategies. With the emphasis on asset preservation and strategic distribution, our team collaborates to design conservative financial retirement plans for our clients. Our team is dedicated to exceeding our clients’ expectations for service, financial knowledge and the management of their retirement funds. Why choose Quest Commonwealth? We pride ourselves on our dedication to our clients and their goals. Our team focuses on working together to provide the best service and plan for your retirement needs. Our trust in our unique retirement planning philosophy is what differentiates us from our competitors. We provide our clients expert knowledge and a carefully crafted financial plan to suit their individual needs. By choosing Quest Commonwealth, you will be working with financial experts and advisors. Our team will help you each step of the way toward a successful retirement. Our success rate proves our methods to be beneficial and accurate. A stress-free retirement is something many look forward to. Allow our team to make your transition as seamless as possible!

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Felicia Walker
GB

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.

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Judith J
GB

Personal service and regular updates. I have been a client for about 13 years and am now reaping the benefits of financial investments that I signed up for years ago. I love the personal service and regular updates of the status of my account. Both Gene and William are very helpful and personable. I never feel rushed when I meet with them. I am very pleased with their services.

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Catie Thompson
GB

Retirement 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.

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Mary Primavera
GB

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.

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Rhonda Jackson
GB

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.

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