We guide you to bridge the gap between your current situation and future financial goals. We help
you make more informed and effective financial decisions which are designed to help you feel
relieved, confident, self-assured and empowered about your wealth.
You may be fiscally conservative, moderate or aggressive. Or, you may be adventurous in life and conservative with money. No matter what your situation and outlook may be, your story deserves to be heard.
The advisors at Quest Financial also recognize the importance of collaboration. We built our team with the knowledge that specialization and deeper expertise characterize top performance. We are dedicated to providing a service model that reinforces the team approach and yields the quality our clients deserve.
Your goals are the driving force behind our financial guidance and we want to do everything we can to help you achieve a work-optional lifestyle.
|Firm Start Year:||1999|
|Name of Broker/Dealer:||Securities America|
|Name of Custodial Firm:||Pershing and TD Ameritrade|
|States Licensed in:||New York, New Jersey, North Carolina, Pennsylvania, Georgia|
|Number of Years with Current Firm:||20|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Accident, Health, Long Term Care, Life|
|Financial Organization Memberships:||Paladin Registry|
|Assets Managed by Firm:||$525,000,000|
|Registered Investment Advisor:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Securities offered through Securities America, INC., member FINRA/ SIPC. Advisory services offered through Securities America Advisors, Inc. Quest Financial Services and Securities America are separate and unrelated companies.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Helping people reach for their dreams each and every day makes our practice thrive! Our goal at QUEST FINANCIAL SERVICES is to invest sensibly, strive to preserve money and work to protect your personal interests. If that aligns with your vision, wed love to serve you.
Financial Advice & Consulting
It is easy to feel confident about your financial future when the economy and markets are good. When the situation isn't as positive, you may be tempted to react emotionally. But those are the times when carefully reasoned decisions are the most important. We take the time to get to know you and understand your unique circumstances to create a plan to make the most of growth opportunities while addressing your risk tolerances to give you the confidence to ride out bumps in the road.
Financial Planning for Individuals
A financial planner helps organize your financial life. They create a plan designed to help you accomplish your goals. From the birth of a child and the pursuit of education through the planning for legacy, Quest Financial Services is listening, planning, and responding actively. A good financial planner is a teacher, not a salesman. We ensure you are being educated. We value our position as the quarterback of YOUR team. With this in mind, we work very closely with professionals in related fields to round out your comprehensive strategy. We provide an array of insurance such as health, long term care and life. We have very close alliances with estate planning attorneys, property and casualty providers, accounting/tax specialists and related fields.
Financial Planning for Businesses
Our advisors focus on the big picture for our small business owners. As a larger firm, we have access to in- house advisors with a variety of specialties. We also have strong relationships with trusted attorneys, CPAs and long-term care specialists who share their valuable expertise with our clients. Together, we provide retirement planning, employee and executive benefits from 401(k)s to pension and profit-sharing plans, multiple insurance products, income tax planning, succession planning and investment services.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Sat.||9:00 AM - 12:30 PM|
|Campbell Hall||Central Valley|
|Cornwall||Cornwall On Hudson|
|New Hampton||New Windsor|
|Pine Island||Port Jervis|
|Salisbury Mills||Slate Hill|
|Tomkins Cove||Tuxedo Park|