2025-11-13T16:50:27.799Z

Very open and informative. Answer all questions then ask you questions to see if you understand. Cover areas we hadn't thought about and we learned about current investment vehicles we didn't know about. Beginning to learn more and will continue to learn. Classes given frequently where you can attend and enrich your knowledge of wills, estate planning, investment. Questions are addressed and they spend necessary time with you to improve your understanding.

2024-01-13T22:19:11.105Z

A wonderful experience. I was so impressed by the honesty I was shown. I give them the highest recommendation.

2023-05-09T01:52:45.229Z

Never thought I would retire early, but Gene and Bill assured me I could. They provided a detailed financial analysis for me and after several meetings, I felt secure in my decision to retire and have them manage my assets. That was almost 2 years ago. They have a team approach and all their staff is friendly and helpful. They were recommended to me and I will continue to recommend them to others.

2023-04-11T19:12:51.253Z

Quest is a trust worthy firm. I referred a friend who was confused about retiring in December 2022. After meeting with Bill she called me and thanked me for sending her to Quest. She was comfortable after talking to Bill at Quest and she ended up retiring. Quest has a way of making you feel at ease after that first meeting. Thank you Quest for taking care of my account for 20 plus and for looking after new referrals that come into your office just like you did for me over 20 years ago.

2023-04-11T00:17:24.675Z

I have been a client for about 13 years and am now reaping the benefits of financial instruments that I signed up for years ago. I love the personal service and the regular updates. Both Gene and William are very helpful and personable. I never feel rushed when I meet with them and I am very pleased with their services over the past 13 years

2023-04-04T19:19:10.946Z

Quest does an amazing job managing my portfolio tailored for my needs. Very professional, trustworthy and responsive

2023-04-04T19:08:25.775Z

Quest Financial does a wonderful job managing my finances. They are timely in their responses when inquiries are made. They treat me with respect and listen when I have money management ideas and concerns. They do an excellent job explaining market trends and their strategies to keep my money safe. I recommend them highly.

2023-04-04T18:52:38.777Z

I’ve been dealing with Quest for 5 years and have absolutely no complaints. These guys are very serious about what they do.