Gary Allman
GBI have been with Quest for over 20 plus… I have been with Quest for over 20 plus years it has been great! I like the updates and also when I need some information there has always been someone there to help me. I also have my wife and her son with Quest. My wife loves to see that extra income come in I highly recommend getting involved with them.
Joe Simmons
GBGreat 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.
Phyllis Leverett
GBAn Awesome Team When I call concerning an issue with my account or a general question, anyone that answers at this firm is polite and gets you to the correct person if they can't handle your request. When I am promised a call back it is done the same day or the next business day. When the economy is not doing well I get an updated podcast in my email regarding what they are doing to keep my finances secure. The podcast updates can be 2 within 1 week depending on the market. This puts me at ease to know someone outside of my family cares about my retirement funds.
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.
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