always 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.

Retirement 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.

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.

A 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.

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.