Lasenia Jones
USLong 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
USBest 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.
Kenneth Patterson
USSo Far So Good So Far So Good. It's only been a few months
Joe Simmons
USGreat 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.
Richard Wheeler
USYour 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.