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.
Gary Allman
GBI have been with Quest for over 20 plus… I have been with Quest for over 20 plus years it has been great! I like the updates and also when I need some information there has always been someone there to help me. I also have my wife and her son with Quest. My wife loves to see that extra income come in I highly recommend getting involved with them.
Constance Locke
GBalways willing to talk and do a review… always willing to talk and do a review and address any concerns. Would like to see a bit better return on my money that is invested as well.
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.
Joe Simmons
GBGreat folks to work with Great folks to work with, great on-line presentations, and will respond to questions and requests quickly. Only thing that would make the experience and interactions better would be a much more detailed UPFRONT explanation of the interactions between Quest, CreativeWealth, and TD Ameritrade.