Judith J
GBPersonal 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.
Mary Primavera
GBCustomized 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.
Rhonda Jackson
GBThey are willing to explain everything… They are willing to explain any and everything and answer questions you didn’t know to ask. Great company.
Cleon Squirewell
GBRetired with financial freedom Before my husband and I retired my husband was pretty much handling our finance investments we knew it was time to get an investment firm with a good track record and stability in the financial advisory area and thank GOD a neighbors friend told us about Quest Financial that was over 5 years ago and we are so happy to say it was one of the best investment decisions we’ve ever made. Thank you for guiding us into a great financial future which is allowing us to live a worry free finance lifestyle. Ms.Deborah Squirewell
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.