Your Guide Through Life's Financial Journey
Welcome to Quest Financial Services
Quest Financial Services is a client-centered, full-service financial planning firm with an extensive network of professional affiliations, clients, and staff. We help people define, plan, and achieve their most important individual financial goals through every step of their financial journey. Our main objective is to provide you financial security today and far into the future. As an independent firm, we are not biased in favor of any investment products or services and are able to select and implement a financial plan which will positively impact and enhance the lives of our clients.
Quest Financial Services is proud to offer financial planning expertise not only to individuals and families, but also to small and medium sized businesses as well as professional practices. We are dedicated to helping entrepreneurs achieve financial independence in the most tax-advantaged manner possible. We place great importance on protecting your business assets and making sure you have a viable succession plan in place. Our business services include, but are not limited to, pension and profit sharing plans, various benefit plans, group health, disability insurance, Simple IRA, and business continuation or disposition.
Representatives of Quest Financial Services are securities licensed from coast to coast and have offices located in NY both in Orange and Dutchess counties. Your choice of the right financial professional is not a simple one and it should be the most significant investment decision you will make in your lifetime. Please take a moment and explore our website. In addition to a number of pages dedicated to helping you get to know us better, we have provided a wide variety of tools to help you learn more about today's fast-changing financial environment.
If you have any questions or would like additional information about our company, please contact us either by email (firstname.lastname@example.org) or by phone.