Quest Trust Company

Photo of Quest Trust Company

Located in Houston, Texas

Address: 17171 Park Row Blvd, Houston, TX 77084, United States

Phone: +1 855-386-4727

Rating: 4

Services

  • Online appointments
  • On-site services
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilets
  • Appointments recommended

Categories

  • Investment service
  • Financial consultant
  • Financial planner

Photos

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Comments

  • Review 1 (2023-02-08 - Rating: 5)

    What can I say, being involved with this company has made me financially secure thanks to the great networking opportunities afforded me as a Quest client. My retirement income is going to be almost as much if not more than my employment income.If you dont have a Quest account, I strongly encourage you to open one if you are looking for financial security. They provide great education and the customer service is outstanding. The staff is so friendly and helpful and they always ask, HOW CAN I MAKE YOUR DAY?

  • Review 2 (2023-02-09 - Rating: 5)

    Quest Trust Company is the best self directed IRA company! Everyone answers the phone saying ‘Quest Trust Company. How can I make your day?’ That says it all. They are 100% customer focused with their training offered, handling of your investments, promptness and expertise. Any time I have had a question (whether Roth conversions, tax questions, investment questions. etc,), there is ALWAYS someone ready to help you. Their fees are reasonable and much cheaper than traditional financial companies. My IRA has steadily grown without the ups and downs of the stock market. I owe this to the education I have received from the company. This company wants you to succeed!

  • Review 3 (2020-05-22 - Rating: 5)

    Quest Trust Company is a fabulous company that provides a ton of training, seminars, and special events to network and learn how to put your IRA money in alternative investments. All the employees are well trained and always helpful to answer any questions you might have on self directing your IRA. They are very prompt at handling all your investment transactions. Besides all that, they are all just great people to know. They have character, integrity and are so much fun too! I have had an account at Quest Trust Company over 10 years!

  • Review 4 (2019-03-25 - Rating: 5)

    Ive been using Quest Trust Company for years and have been constantly pleased with their level of customer service. They are quick to send email or call if there is an issue with any paperwork I sent into them. The staff is universally pleasant and more importantly patient. I also have been surprised with the improvements theyve made over the years to their client portal. It is excellent!

  • Review 5 (2023-02-09 - Rating: 5)

    We have been with Quest for many years now. Quincy and his team are all fabulous, knowledgeable people. They have always provided many educational opportunities and can answer many questions. They can also deal with complicated issues if they come up. Im happy with Quest. I just wish they had an office i Phoenix.

  • Review 6 (2020-05-22 - Rating: 5)

    I highly recommend Quest Trust Company to anyone that wants to take control of their financial future. Our family has been thoroughly impressed with the quality of the customer service weve received over the past few years, not to mention the top-notch online and in-person education they provide. Give them a call. You wont regret it. They truly do go out of their way to make your day. #MadeYourDay

  • Review 7 (2021-06-17 - Rating: 5)

    I have several accounts with Quest Trust. They have been the epitome of professionalism and have provide excellent service. Through the years they have been prompt in answering all my questions and their staff mean it when they say How can I make your Day when you call. In my experience they put the customer first and bend over backwards to provide the service needed. Trust is earned and they have earned the right to their company name as well as my trust in their services.

  • Review 8 (2020-05-22 - Rating: 5)

    Our family has had multiple IRA accounts with Quest for several years now. I only wish I had found out about self-directed IRAs and Quest years ago. But better late than never. The folks at Quest truly go out of their way to make your day. #MadeYourDay The response time is phenomenal and the education top notch. Ive learned tons from their in-person and online trainings. I highly recommend Quest to anyone thats looking to take control of their financial future!

  • Review 9 (2022-06-09 - Rating: 5)

    I have been using Quest Trust since 2019. I am very happy with them. The customer service is very good. Every time when I call them or email them for questions, they always find answers for me. They are very responsive and helpful. They go out their way to help you out. The only thing I want to remind you is that you have to put in the FMV (fair market value) on time every year. If you are late in submitting that information to them, they will calculate the FMV for you and charge you a fee for it, which is not good.

  • Review 10 (2022-12-30 - Rating: 5)

    I appreciate Quest Trust knowledge and user friendly team. I opened my first SD IRA in 1993, some say Im a pioneer in this space. Parlayed $ 26,000 to over a couple hundred thousand in a few short years... Alts, like tax lien deeds in Travis County Texas.Fund MGR Coastal Bend OZ Fund John Berlet

  • Review 11 (2013-02-12 - Rating: 5)

    I have been a customer of Quest since the Entrust days and I am very happy with my experience there. They have delivered on everything I have asked for - forms, verification, questions, etc. Their business has allowed me to self-direct my IRA and a 12% return on real estate sure beats a CD with an interest rate near zero. Nathan and Quincy deserve a lot of credit for offering free informational meetings and educating people.

  • Review 12 (2019-04-30 - Rating: 4)

    I have worked with other SD-IRA Companies before, and Quest is by far the most knowledgeable. I also love the fact that they do not use an automated system. But when expenses need to get paid, their processing time is rather slow. Funding my deals seem to happen almost immediately, but i always run into the same issues with getting stuff paid. This is why i give them 4 stars instead of 5.

  • Review 13 (2020-07-15 - Rating: 5)

    I had the absolute best experience when selling a property in my IRA. There was a issue getting the Title company to understand the rules when selling a property held in a IRA, but Courtney Johns with Quest, absolutely rocked it...She had my best interest at heart, explained everything to everyone involved, insulated me from the issues and got it done..I highly recommend Courtney and Quest.

  • Review 14 (2023-02-09 - Rating: 5)

    I have an account with Quest for a few years now. They have always been very easy and pleasant to work with. Whenever I have a question or a concern, they have been very responsive and took care of me promptly.

  • Review 15 (2016-12-27 - Rating: 5)

    Ever since I decided to transition to being self-employed I was looking for a good self-directed IRA firm. Found Quest IRA through a friends recommendation and I couldnt be happier. Courteous staff, very responsive, and extremely enlightening and educational.

  • Review 16 (2016-08-03 - Rating: 5)

    Among the best self-directed IRA firms you can find. Unmatched in how value-driven and client focused they are. Their IRA education session turns into a friendly shark tank where you can pitch both investors in the room and those viewing the live broadcast online.This group is well connected with real estate & investment groups with events they sponsor throughout TEXAS and beyond. You can learn and earn alot with Quest IRA.

  • Review 17 (2020-01-14 - Rating: 5)

    Any interaction with Quest has surpassed expectations. The professional, courteous staff is always willing to help with any questions I have. I recommend them to all of my family and friends.

  • Review 18 (2023-02-08 - Rating: 5)

    Fees are average-high but this company is on point. They appear to follow the regulations while providing fast and efficient service. They also provide investor education and ideas on where to invest next.

  • Review 19 (2021-06-16 - Rating: 5)

    Real Estate in your IRA - YES!!! Quest Trust Company give you the resources to make you want to do it over and over. They dont sell and walkaway. They should also be considered a no cost investment education company. Check their You Tube videos on property investing with your SDRA. ROTH SDRA is the way to go...

  • Review 20 (2020-05-23 - Rating: 4)

    Found a couple of good assets to invest in through the investor pitches. The educational opportunities in leveraging SDIRA’s are awesome. I have learned a lot and am much better equipped to understand my investment options.

  • Review 21 (2023-02-08 - Rating: 5)

    Quest is a great company to work with, being local to Texas I love that i can go into their office. They are extremely helpful and friendly with quick response.

  • Review 22 (2019-01-31 - Rating: 5)

    I worked with other IRA Custodians before, but they do not even compare to Quest. The knowledge that the staff has does not compare to their competitors, and I love the fact that they do not use an automated system.

  • Review 23 (2023-02-08 - Rating: 5)

    I have been a Quest customer for over 13 years and they rock. Always on top of everything. Their technology makes my life simpler.

  • Review 24 (2020-05-22 - Rating: 5)

    Quest exceeds your expectations in customer service, timeliness, education and value! I highly recommend them for all of your IRA needs!

  • Review 25 (2020-07-07 - Rating: 5)

    Rebecca Miller provides rockstar-level phone and email support. Although we have not met, if youre at the office, Im quite certain you want the one painted up like Gene Simmons form the 1970s Kiss to help you.

  • Review 26 (2020-05-23 - Rating: 5)

    I have been a Quest customer for several years now and have been extremely pleased with their knowledge and response time. I highly recommend Quest Trust Company!

  • Review 27 (2024-03-04 - Rating: 5)

    This company is so seamless, they have the best staff. I find them so helpful every single time I call.

  • Review 28 (2023-02-08 - Rating: 5)

    Weve been very happy clients for over 12 years. They always are helpful and do a great Job. Excellent Service

  • Review 29 (2020-05-22 - Rating: 5)

    I am constantly in awe of the amount of free education that Quest provides and the enthusiasm that Quest staff and owners have for their company and their clients. I highly recommend them.

  • Review 30 (2022-02-25 - Rating: 5)

    Quest Trust Company is a leading financial company that offersa variety of services, including trust and estate planning,investment management, and retirement planning.

  • Review 31 (2016-12-27 - Rating: 5)

    Quest IRA has an extremely proactive staff and is very dedicated to their craft. I highly recommend.

  • Review 32 (2022-07-02 - Rating: 5)

    Krystal and Terry were awesome in helping close out a refi on loan I did on a property when the paperwork got lost in the office mail.

  • Review 33 (2020-05-22 - Rating: 5)

    Heads and tails above the rest! IRA’s, HSA’s, ESA’s and more...... Their education will spell it all out for you in easy to grasp terms!

  • Review 34 (2019-04-05 - Rating: 5)

    Quest has subject matter experts in every department. Everyone seems to care about their job and always willing to share knowledge with clients.

  • Review 35 (2023-02-08 - Rating: 4)

    Good program with lots of information to give. The only down side is no interest on accounts or funds being held.

  • Review 36 (2020-05-23 - Rating: 5)

    Ive been a customer for one year. Im glad to be able to do some alternative investments other than the stock market

  • Review 37 (2021-09-06 - Rating: 5)

    Smart and helpful business with good people makes for a real boost to your retirement portfolio.

  • Review 38 (2020-06-30 - Rating: 5)

    Love the informative webinars and guests speakers. Opened me up to a whole new way of investing.

  • Review 39 (2020-05-25 - Rating: 4)

    Ive been with QT for a year and enjoy all the information and seminars offered.

  • Review 40 (2020-05-23 - Rating: 5)

    Great training and information for investments and retirement fund usage. Professional and courteous staff.

  • Review 41 (2018-06-25 - Rating: 5)

    I like Quest very much and have recommended them to many people.

  • Review 42 (2019-04-05 - Rating: 5)

    They are a great group of people to help you diversify your RetirementAccount.

  • Review 43 (2020-11-09 - Rating: 5)

    Great customer service and knowledgable. If you want to invest this is the place for you to exponential increase your NET WORTH!!!

  • Review 44 (2020-04-14 - Rating: 5)

    Quest helped me navigate through a lot of paperwork to move an old account to where I needed it to be - with Quest. Thank you.

  • Review 45 (2020-05-23 - Rating: 5)

    Very Good company to do business and trust them with your retirement .

  • Review 46 (2021-08-04 - Rating: 5)

    Qu’est Trust Company is the best n knowledgeable company to work with.

  • Review 47 (2020-01-10 - Rating: 5)

    Highly professional. Very informative. They know their stuff.

  • Review 48 (2019-09-04 - Rating: 5)

    These guys go above and beyond what is normally expected to take care of their customers!

  • Review 49 (2017-05-09 - Rating: 5)

    Ask For Logan. Best customer service Ive ever experienced.

  • Review 50 (2017-11-22 - Rating: 5)

    They take the time to educate people and that makes them above the rest.

  • Review 51 (2020-02-27 - Rating: 5)

    Ridiculously FAST service!!! Love these guys!

  • Review 52 (2020-05-22 - Rating: 5)

    Amazing education and willingness to help with anything.

  • Review 53 (2023-02-09 - Rating: 5)

    Great customer service

  • Review 54 (2020-01-31 - Rating: 5)

    Great place with Good Team

  • Review 55 (2021-08-04 - Rating: 5)

    Good variety of investments.

  • Review 56 (2012-10-01 - Rating: 5)

    Extremely resourceful.

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