Phyllis Leverett
GBA 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.
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.
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!
Richard Wheeler
GBYour company provides a personal touch… Your company provides a personal touch to the interactions we have. The regular updates and emails also a nice touch. I feel like you do your best to protect and grow my investments.
Robert Kalmanir
GBA long-term financial relationship I trust I have known Eugene Wittstock for many years - long before Quest was founded. Bill Revoir was the first company representative I met. Eugene and Bill each impressed me with their intellect, knowledge and character. They have been generous with their time in educating me about my financial stage in life. Right away, I benefitted by following their retirement advice. I was poised to make a big mistake, but Eugene and Bill provided educated guidance. Recently, a unique fixed annuity opportunity presented itself. I learned both Eugene and Bill worked non-stop for, perhaps, six weeks to ensure their clients could each realize a significant long-term financial benefit. Initially, when I was deciding to entrust Quest with my retirement lifeblood, I challenged both men on their leadership succession plan for the company. Managing retirement investments and finances is, after all, a long-term relationship that must be rock solid trustworthy. To my satisfaction, they were able to demonstrate what they had done up to that point, and what future steps were planned. Their current larger offices are concrete investments they had taken as Quest has grown in talent and scope. I have and do recommend people to Quest Commonwealth.