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I began seeing Gene 2 years prior to my retirement. He gave me some great advise and I was able to retire earlier then planned. He made sure that my husband and I will be set for the future. Bill and Gene have made some great investments for me and for that I am very thankful. After being retired for 4 1/2 years I went back to work part time at Quest Financial with Gene and Bill!! So not only am I an extremely happy client... I am now a very happy employee!
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Joan Rybicki
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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.
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Andrew Chodubski
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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.
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Anthony Tocco
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Quest Financial has been a great partner in planning for our future retirement needs. Gene and Bill are 2 of the most ethical and transparent financial professionals that we have encountered in the last 40 years. We highly recommend that you spend the time with this team to discuss your financial goals and create a viable plan that is tailored to suit your requirements!
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Karen Malone
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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.
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Mark Kupczyk
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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.
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Reginald Smith
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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.
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Genetta Hatcher
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