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

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 Five Star Index, with an average rating of 4.8 out of 5.
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Claim this listingInvestments & Wealth · Livonia, Michigan
Excellent

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Excellent
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36 approved reviews, newest moderated first
Kenneth P.
So Far So Good. It's only been a few months
Joe S.
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.
Mark K.
Staff very friendly, easily engaging with client, understanding market trend to help everyday investors in their meaningful financial decisions.
ED W.
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.
Darvin S.
The service is great.....I've known Bill and Eugene for years and the staff always is polite and very helpful.
Richard W.
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.
Jolanta L.
“3 World of Money Concept”. Focus on preservation of my retirement savings in bed economy and possible growth in good economy.
Phyllis L.
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.