About Nicholas S. Tuck 

As a founding partner of Quest Financial Services, Nicholas Tuck shares Robert Cepeda’s dedication to client satisfaction. With over seventeen years of investment experience, Nicholas stresses the importance of building a financial plan based on a thorough knowledge of his clients’ needs and potential.

After launching his financial services career with a Wall Street investment firm, Nicholas Tuck joined Robert Cepeda in founding Quest Financial Services. The two men shared a vision of creating an independent firm dedicated to improving the range of services they could offer their clients.

As a specialist in wealth accumulation and estate preservation, Nicholas strongly emphasizes the importance of thorough fact-finding interviews with all new clients.  “We want to know all about our clients’ goals, desires and assets. It is essential to learn about their wills, trusts and wealth protection needs in order to find out what’s best for the client,” he says.

Nicholas is a registered representative of and offers securities, investment advisory, and financial planning services through NPC of America. He also holds Series 7 & 26 securities registrations and is licensed to provide life insurance with multiple insurance companies.

Although he was first drawn to the financial services industry through his fascination with the investment field, Nicholas has embraced a wider vision of his profession, saying his goal is to make a real difference in people’s lives. As he puts it, “I do get a phenomenal sense of satisfaction from feeling that I made an impact and really helped a person through the financial planning process.”

Nicholas was born in England and grew up in the United States. He lives in Orange County, NY with his wife and daughter.