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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Mildred Aybar-Reyes
GB

Best 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.

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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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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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J&C Davison
GB

I 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.

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Richard Wheeler
GB

Your 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.

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