Quest Commonwealth レビュー 38

I have known Eugene Wittstock for many years - long before Quest was founded. Bill Revoir was the first company representative I met. Eugene and Bill each impressed me with their intellect, knowledge and character.
They have been generous with their time in educating me about my financial stage in life. Right away, I benefitted by following their retirement advice. I was poised to make a big mistake, but Eugene and Bill provided educated guidance.
Recently, a unique fixed annuity opportunity presented itself. I learned both Eugene and Bill worked non-stop for, perhaps, six weeks to ensure their clients could each realize a significant long-term financial benefit.
Initially, when I was deciding to entrust Quest with my retirement lifeblood, I challenged both men on their leadership succession plan for the company. Managing retirement investments and finances is, after all, a long-term relationship that must be rock solid trustworthy. To my satisfaction, they were able to demonstrate what they had done up to that point, and what future steps were planned. Their current larger offices are concrete investments they had taken as Quest has grown in talent and scope.
I have and do recommend people to Quest Commonwealth.

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.

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.

Always available! Polite!

When my husband and I decided to retire, I contacted Quest Financial USA. They are a company of professionals but also with a personal feel. Anytime I call with a question they answer right away. My husband and I have been retired over a year and we feel comfortable with Quest handling our funds. Great company to work with.

I have been a client of Quest Financial for the past eight years.

Three years prior to my retirement a dear friend referred me to Quest.

Bill and Gene began plotting my retirement income based on the "Three Worlds", and by following their advice. Once my employer offered a "Buy Out" I was able to retire without hesitation .

Having no previous knowledge of how Annuities/Securities investments could be used as added income with tax shelters, Bill and Gene were patient in educating me on how I could retire ,and maintain my lifestyle.

Always available if I had questions, and provided clear concise strategy.

Thanks to Quest, I did my homework with the information they presented, learned, and I am extremely happy living a care-free lifestyle!

The advisors/staff keep me informed of the ever changing market. They have a great willingness to help clients understand their investments.

I love the personal service and regular updates.

Before my husband and I retired my husband was pretty much handling our finance investments we knew it was time to get an investment firm with a good track record and stability in the financial advisory area and thank GOD a neighbors friend told us about Quest Financial that was over 5 years ago and we are so happy to say it was one of the best investment decisions we’ve ever made. Thank you for guiding us into a great financial future which is allowing us to live a worry free finance lifestyle.
Ms.Deborah Squirewell

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.

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.

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.

Quest does an amazing job managing my portfolio and ensuring investment strategy tailored to my situation. The team and staff are professional and responsive.

They are willing to explain any and everything and answer questions you didn’t know to ask. Great company.

I highly recommend the Quest team as your financial fiduciary experts! The entire team is professional and they care about their clients!

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

How they keep me updated when the market is doing good or bad and when to move my money when things aren't looking good. They make me feel comfortable when I need to come in the office.

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.

So Far So Good. It's only been a few months

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.

Staff very friendly, easily engaging with client, understanding market trend to help everyday investors in their meaningful financial decisions.

Joan was extremely helpful. She answered my questions, and what she was not sure of, she found out and let me know the same day.