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.
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.
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.
Lasenia Jones
GBLong Term Satisfaction We've been with the company more than 20 years. Timely! Efficient! Personable! Service oriented! Reponsive! Always there! Excellent products and excellent advice to meet one's financial and retirement needs. TRUSTWORTHY!
Mildred Aybar-Reyes
GBBest 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.