Excellent
36 reviews
Quest CommonwealthHonesty, pricing, process and quality scores appear once 5 customers have rated them.
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!
Quest Commonwealth (questfinancial.us) has 36 customer reviews on Rated Honest, with an average rating of 4.8 out of 5.
36 approved reviews, newest moderated first
Andrew C.
Posted
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.
Ellen M.
Posted
Returned call in a timely period of time.
Constance L.
Posted
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.
Breyan J.
Posted
Very knowledgeable and answered all my questions that I had.
G M.
Posted
Bill Revoir has helped me lately keep on track with a strategy on my withdrawals. He is always very helpful.
J&C D.
Posted
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.
Richard K.
Posted
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
Reginald S.
Posted
The personal service and attention to my financial needs based on my lifestyle.
