AUDREY
GBRetirement 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.
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.
Mildred Aybar-Reyes
GBBest 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.
Catie Thompson
GBRetirement 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.
Richard Kuzdak
GBKnowledgeable & 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