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Quest Financial Services

(845) 294-1313

Quest Financial Services is proud to offer financial planning 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 Goshen and Middletown. 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 ( or by phone.