Our Role


Directory of Trusted Partners


Our Role​ when it comes to your account.




  • We are the buffer between you and the custodian.

  • We are your “go-to” customer service team.

  • We will assist with questions about your Solo 401(k) loan, your distribution or logging in to your account.

  • We verify your paperwork is done correctly.

  • We provide you with the information to understand that the investment is titled correctly.

  • We educate you on the features and benefits of a self-directed IRA or Solo 401(k).

  • We provide referrals to trusted partners and financial companies.

  • We conduct complimentary review sessions during the year with an overview of your account(s).  



  • We are not a registered broker, dealer, analyst, or adviser. 

  • We hold no investment licenses and may not sell, offer to sell or offer to buy any security 

  • Our publications and communications are not a recommendation to buy or sell a security


  • We ask that you do your due diligence by reading all documents received.

  • If you have any questions, we will answer them to the best of our knowledge 

  • Remain in contact with us and read our newsletters for educational purposes. 

Directory of Trusted Partners


Quest Education wants to make it simple for our customers to get the financial help they need. Maybe you are in need of tax help? Or you need help with investments? Need assistance with making your credit score go higher? In need of capital for your business? We have partnered with several reputable financial companies that can provide solutions to your needs.

Take a couple minutes to read through the list of companies who we trust that can help you. If you are interested in speaking with one of these companies, fill out the link below.

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