Personal 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.

Knowledgeable & personal service Quest fully explained all aspects of their approach to financial strategy. Very personal service. Continued updated with podcasts throughout the year. Answered all our questions and concerns

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.

Retirement Advisors Quest provides you with a detailed financial analysis showing how your money will work for you into the future. They spend time with you to explain the financial markets and answer all questions. They have a team approach and all their staff are friendly and helpful. They are honest, and as a fiduciary will recommend the best options for your financial success. They provide short podcasts on how the markets are performing and what they are doing to minimize your risks in a downturn. I have been their client for almost 2 years and would recommend them to friends and family.

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.