Why TargetQuest?

We asked our customers here is what they said.

“Not being a super savvy to financial trends I like the ease of talking to customer service, having changes made and the ease of the whole process. I can log into account and check all transactions - again easy to use.”
Jane Smith
K-12 Education
“The process was easy, as well as educational. Every person I talked to did an amazing job of asking me important questions and walking me through how I could do everything possible to make my money work for me.”
Kate Johnson
“The rolling over of one of my 401k accounts to an IRA was seamless and paperless! I am very pleased with my experience with Quest.”
Walter Griffen
Company EU

Why invest with Quest

Planning and advice

From complex wealth management to your retirement needs, we can help you with financial planning.

Straightforward pricing

With low minimums, no annual account fees, and competitive prices, we can help your money go further.

Robust investing tools

Get easy-to-use tools and the latest professional insights from our team of specialists.

Saving for retirement

Consolidating your old 401(k) or IRAs into a Fidelity Rollover IRA, you can maintain the important tax advantages of your retirement savings and access a broad array of investments, exceptional service, and free investment guidance.

Want to learn more? Lets talk. Drop us line and lets get started.