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.

2023-03-31T15:52:08.127Z

We've been with the company more than 20 years. Timely! Efficient! Personable! Service oriented! Responsive! Always there! Excellent products and advice to meet one's financial and retirement needs. TRUSTWORTHY!

2023-03-30T17:52:21.940Z

I’ve been a client of Quest Financial for more that 12 years. I have been extremely gratified by the friendship I have developed with the people that work there. They are always eager to help me with any problems or questions that I might have. When I say friendship, I really mean that because they really take a sincere interest in helping with personal financial decisions.

2022-02-20T14:54:08.030Z

I retired from AT&T, March 2021. I met with several Financial Advisers. I choose Quest because they took the time to go over every aspect of my financial situation. They had several zoom calls with me to make sure I understood what their company was all about. I made a decision to choose Quest. So far I am a satisfied Client.

2021-08-31T14:58:51.006Z

I have never worked with a financial management firm before, but for my Quests checks all the right boxes. Quest is very familiar with the 401k and pension offerings from my employer AT&T. When I have any questions, the Quest team gets right back to my with very clear and easy to understand answers. I would recommend anyone to use them and feel secure with them.

2018-06-14T21:44:49.672Z

Retired from AT&T on February 20th 2017. Met with Bill and Gene and crafted a retirement plan that is consistently meeting my needs. Bill and Gene are very knowledgeable,caring and most of all accessible. They keep me abreast of changes and direction that best fit my situation for financial stability.

2018-03-10T17:30:00.312Z

Quest Financial Managers helped us with securing our investments and put us on the right path to a rewarding and secured retirement goals.Quest Financial Managers will cautiously analyze your financial situation in great detail.Gene and Bill are easy going and pleasant to work with and we greatly appreciate their expert professional advise .We will always recommend them to our friends.

2018-02-01T00:24:11.332Z

I am proud to say that Gene & Bill (and team) are my financial planning team. When I was preparing to retire from a major fortune 500 company in 2013, I met with several financial planners. Upon meeting with Quest and seeing the passion, sincerity and expertise of Gene and Bill, I was sold. My spirit connected with them. They took a lot of time getting to know who I was and how I envisioned my future. They also patiently ensured that I possessed the needed financial literacy to understand what and why they were recommending the investment strategy that they did. Gene's last name speaks to his destiny, "Wittstock" (keyword:stock). I have referred many people to Quest and they all caught the Quest spirit. Gene once stated that he gets on his knees and prays about making the right decision for his clients. That spoke volumes. Often we go after frills and thrills but Quest is about doing the right thing for the client. They feel like family. It's been more than 3 years and I am fully satisfied and would readily recommend them. You won't get a company that tells you what you want to hear. You will get a team that tells you what you need to hear to ensure a preferred future. As Pastor and current Vice-President of a non-profit, I put my name and reputation on this recommendation.

2017-08-30T20:33:19.667Z

Convenient location, friendly and highly professional staff creates the great environment. I got the best performing investments allocated just here and not planning to look for anything more. Best on my previous experience with other financial advisers this place is the best if you are looking to get honest and effective financial help.

2017-08-30T01:52:53.666Z

I was recently introduced to Gene and Bill by a current client of Quest. I enjoyed our first meeting together, Gene and Bill spent 4 hours with me!! We got to know each other well. They are very personable and very sincere in wanting to help me achieve my goals. I also received a valuable education in investing. I discussed my dreams of early retirement with Gene and Bill. Through subsequent meetings they have put together a very impressive 10 year plan to help make early retirement a possibility. I Iook forward to the coming years working with these two men.

2017-08-27T04:04:11.473Z

Gene and Bill are very dedicated to all of their clients and make their decisions based on your own unique needs and preferences.They have proven to be extremely creative and skilled in managing my investments over the years.Gene and Bill provided excellent advice and guidance for my present and future retirement needs.Right from the beginning when we first met at the seminar, they made me feel very comfortable and projected a sincere, trustworthy character.I would highly recommend this great team to anyone seeking a trusted and honest financial adviser.

2016-04-29T21:52:31.047Z

.Great group, Bill and Gene are are trustworthy, diligent, and understanding.Small shop that has time for you & your concerns..