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, knowle... Toon meer
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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. M... Toon meer
I started with a free seminar given to the employees of AT&T with thoughts of retirement. It was super informative but left me with questions. I scheduled a 1:1 with an advisor and that was the best d... Toon meer
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 promis... Toon meer
Bedrijfsgegevens
Over Quest Commonwealth
Geschreven door het bedrijf
A premier retirement planning firm that works with people across the entire United States.
Our team consists of highly skilled professionals in the fields of retirement planning, income planning, and wealth management. We work together to help ensure our clients have customized and effective retirement strategies.
With the emphasis on asset preservation and strategic distribution, our team collaborates to design conservative financial retirement plans for our clients.
Our team is dedicated to exceeding our clients’ expectations for service, financial knowledge and the management of their retirement funds.
Why choose Quest Commonwealth?
We pride ourselves on our dedication to our clients and their goals. Our team focuses on working together to provide the best service and plan for your retirement needs. Our trust in our unique retirement planning philosophy is what differentiates us from our competitors. We provide our clients expert knowledge and a carefully crafted financial plan to suit their individual needs.
By choosing Quest Commonwealth, you will be working with financial experts and advisors. Our team will help you each step of the way toward a successful retirement. Our success rate proves our methods to be beneficial and accurate. A stress-free retirement is something many look forward to. Allow our team to make your transition as seamless as possible!
Contactgegevens
30700 TELEGRAPH RD, 48025-4590, BINGHAM FARMS, Verenigde Staten
- 248-599-1000
- questfinancial.us
4,6
Uitstekend
38 reviews
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The service is great
The service is great.....I've known Bill and Eugene for years and the staff always is polite and very helpful.
1 augustus 2022
Your company provides a personal touch…
Your company provides a personal touch to the interactions we have. The regular updates and emails also a nice touch. I feel like you do your best to protect and grow my investments.
20 december 2022
“3 World of Money Concept”
“3 World of Money Concept”. Focus on preservation of my retirement savings in bed economy and possible growth in good economy.
26 december 2022
An 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.
21 december 2022
Honest approach in handling my investments
On my last financial review in November Quest Financial USA has helped me reviewing in detail all of my investments.
Quest Financial USA simplistic and honest approach to managing my portfolio has greatly increased my confidence and trust in their ability to handle all my investments.
18 november 2022
always willing to talk and do a review…
always willing to talk and do a review and address any concerns. Would like to see a bit better return on my money that is invested as well.
20 december 2022
Quest USA assistance
Bill Revoir has helped me lately keep on track with a strategy on my withdrawals. He is always very helpful.
28 november 2022
I am not satisfied with Quest…
I am not satisfied with Quest Financial. Based on a previous sales presentation we had optimistic expectations, however, QF was ultimately unable to deliver a satisfactory financial plan. We were also mistakenly charged fees. We did receive a refund check from Quest but did not receive any supporting documents detailing how they arrived at the refund amount. Customer follow up is also lacking. Based on my experience I would not recommend Quest Financial.
1 december 2022
Knowledgeable & 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
3 oktober 2022
The personal service and attention to…
The personal service and attention to my financial needs based on my lifestyle.
19 april 2022
Customized Plan
I started with a free seminar given to the employees of AT&T with thoughts of retirement. It was super informative but left me with questions. I scheduled a 1:1 with an advisor and that was the best decision ever! Thankfully these amazing folks work as a team and utilize each of their expertise to build a plan that helps me work toward my goals. Not quite time to retire but I trust I am now on a realistic path! Love these folks.
31 augustus 2022
Quest Financial Exceeds Expectations
My experience and interaction with Quest Financial always exceeds my expectations. Both Gene and Calen are awesome to work with treating my wife and me like family with our best interests at heart.
12 december 2022
The staff at Quest Financial are…
The staff at Quest Financial are knowledgeable, informative, and most important always available. These attributes are why I have the confidence to have Quest protect my financial future. If you cannot tell, I highly recommend this company with your financial future!
19 december 2022
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