wiseradvisor

Quest Financial
Quest Financial Services

Tel: (845) 294-1313
30 Matthews Street, Suite 301
Suite 301
Goshen, NY 10924

Let Us Be Your Guide

Quest Financial Services | Financial Advisor in Goshen ,NY

About Quest Financial Services

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.


General Information

Firm Start Year:   1999
No.of Employees:   10-19
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:   Long Term Care, Accident, Health, Life
Financial Organization Memberships:   Paladin Registry


Firm Information

Assets Managed by Firm:   $525,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   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



Faqs

  • What are your qualifications? What is your education background? The advantage to a diversified team of advisors is the variety of professional designations and expertise. We are proud to have advisors on the team with CFP, MBA, CLU, ChFC and CLTC designations.
  • What services do you offer? As a strategy to provide comprehensive planning services we also offer services for small business, health insurance, long-term care. In addition we work with experienced professionals in tax and estate planning.
  • Will you be the only person working with me? Your lead advisor is focused on delivering the most effective service possible. In some cases other team members are brought into the fold to initiate their specific level of expertise and focus. For example, a small business owner may have personal accounts, business accounts and insurance needs.
  • How are you compensated? How will I pay for your services? The majority of our practice is fee-based.
  • How much risk should I be willing to take? We suggest you go to our website and utilize the riskalyze system to determine your risk number.
see more

Disclosures

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.


Disclaimer

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.

Quest Financial

Quest Financial

CERTIFIED FINANCIAL PLANNER™ Certificant, CLTC, ChFC®, CLU®, MSFS

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.

see more

My Services

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.


My Team

Robert Cepeda
Robert Cepeda CFP®
Robert Cepeda, CFP®, is a managing partner and Sr. wealth advisor for Quest Financial Services. For over 25 years he has continuously sharpened the art of listening. He invites you to join in a conversation that focuses directly on you. It has been the foundation of his practice from the early 90's and remains the cornerstone for his work as a Certified Financial Planner® in the Hudson Valley. "I've been through many of the same obstacles and had similar goals as many of my clie ...more

Roger  Pikul
Roger Pikul MBA
Client relationships are key for Roger Pikul Jr. of Quest Financial Services. As an experienced financial advisor, Roger says building a long-term relationship with his clientele is absolutely essential to providing the best possible service. I want to get to know my clients and understand what they want to accomplish and help them work towards their goals. My aim is to build a true professional relationship that will benefit my clients for years to come. In addition to his i ...more

Senta Curran
Senta Curran CFP®, ChFC, MBA, CLU
Senta brings three facets essential to the success of the Quest Financial Services team and the accomplishment of the shared goal to provide personalized service. Senta has a burning passion to help others, an unquenchable thirst for learning and the solid foundation of decades of experience. Senta states, "This business is about building strong relationships, understanding the essential needs of your clients and delivering on your promises." She holds a strong belief that a fin ...more

Sandeep Patel
Sandeep Patel
Through his 20 year career in the financial services industry Sandeep has learned to truly understand the needs of his clients. He strives to listen carefully to their challenges and objectives with unbridled support through fruition. He recognizes the value of financial planning. In fact, this guidance laid the groundwork for his entire career. Sandeep states, "My parents came to the US from India over 45 years ago with a dream to better their lives. I saw the struggles my paren ...more

Dave Hasbrouck
Dave Hasbrouck
David Hasbrouck is a Financial Advisor with Quest Financial Services. David grew up here in the Hudson Valley and after college had a decorated career with a local law enforcement agency. He moved through the department serving in patrol, canine, dive team, undercover and lastly before a disabling injury he was assigned to the crime scene unit as a detective. After serving the community, these disabling injuries changed his course to insurance and finance. During his career he w ...more

Ken Flood
Ken Flood Financial Advisor
Kenneth Flood, a 30 plus year veteran in trusts and managed investment portfolios, has joined the ranks at Quest Financial Services, an independent financial advisory firm focused in the development of comprehensive financial plans. Ken, who has been named Quests newest vice president, recently retired from an affiliate of Orange County Trust Company. Prior to joining Quest Financial Services, Flood increased investment assets from $50 million to $160 million through the growth ...more

Bill Niederauer
Bill Niederauer Financial Advisor
Bill has dedicated his career to educating financial advisors, business owners and private investment individuals. He built his foundation while working with Alliance Bernstein. This experience lit a path to join Prudential where he spent well over a decade as an external wholesaler. Bill was in the trenches with advisors up and down the Northeast hosting speaking engagements and instructing individuals on a variety of investment topics. He has a true passion for both learning and ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 12:30 PM

Communities Served

Beacon Bloomingburg
Campbell Hall Central Valley
Chester Circleville
Cornwall Cornwall On Hudson
Cuddebackville Ellenville
Fishkill Florida
Franklin Gardiner
Garrison Greenwood Lake
Harriman Highland Falls
Highland Mills Hillburn
Mahwah Marlboro
Matamoras Maybrook
Middletown Monroe
Montgomery New City
New Hampton New Windsor
Newburgh Otisville
Peekskill Pine Bush
Pine Island Port Jervis
Ramsey Rock Tavern
Salisbury Mills Slate Hill
Sloatsburg Suffern
Thompson Ridge Thompsonville
Tomkins Cove Tuxedo Park
Vernon Walden
Wallkill Wanaque
Warwick West Point
Westtown Wurtsboro
GOSHEN

Social Networks

tweeter facebook linkedin google plus