The Quest Firm LLC - Canton (NY)

gloria seiler Weve known Mike Minter for several years. He set us up with a Variable Universal Life Insurance policy a long time ago around 15 years ago. That ended up being one of if not the best financial decisions we have ever made. Because of the loan feature we saved over $350 a month transferring some higher debt loans like private educational loans (that received no tax or government benefit). We are so glad that we have a policy set-up for our three year old daughter and will set another one up for our next daughter coming soon!

Amy Smith I highly recommend Leann. She is an extremely hard working, trustworthy and knowledgeable person. I feel completely at ease knowing she is my financial planner.

Fred Cazer It has been our pleasure to work with Bret Hartman for about the last ten years. Over this time, he worked diligently with us to preserve and grow our assets. He has counseled me, and sometimes dissuaded me from making inopportune investments. His knowledge and resources have kept us on track over this time. Bret has faithfully reviewed our accounts with us on a frequent basis, always bringing relevant insight and research into our portfolio positions. His knowledge and outside resource support base are valued guides in our decision making, particularly in these turbulent times. By now our personal relationship has grown to the point that Bret and his family are close, cherished friends.

Raymond Lewis One of the Best credit union ever! They were knowledgeable in all aspects,Pertaining to All Different types of accounts. Will be back soon with my information to open my account. Thanks Sophia.