Broker Check

Serving Your Business

Quest Financial Services

Quest Financial Services is proud to offer its financial planning to small and medium sized businesses as well as to professional practices. We work with business owners, CEOs, and human resource directors in the selection, implementation, and maintenance of defined contribution and defined benefit plans.

Team Approach

Our team approach draws on the experience of specialists in life and health insurance as well as our investment professionals to help clients select an appropriate plan and then tailor it to their needs. We are also willing to conduct group meetings to explain the plan to your employees (including question and answer sessions on site) so they will understand how to select the best options for their individual situations.

We at Quest Financial Services place special emphasis on assisting business owners in making the optimum pension maximization choices. You will find us dedicated to helping entrepreneurs achieve financial independence as quickly as possible and in the most tax-efficient manner. We also place great importance on protecting the assets of your business and making sure you have a viable succession plan in place.

Our Business Services

If you have questions about anything from profit sharing to setting up a 401(k), Quest Financial Services is ready to help. All you need to do is call and ask to speak with one of our financial planners.

  • Pension & Profit Sharing Plans
  • Selective Executive Benefit Plans
  • 401(k) plans
  • Qualified & Non-Qualified Deferred Compensation Plans
  • Pension distribution analysis
  • Business Continuation planning – Buy-Sell agreements & Planning
  • Employee Benefits Programs
  • Group Health
  • Simple IRA
  • Business Continuation or Disposition
  • Disability Insurance

Trust us to assist you with your financial needs. 

Call us at: (845) 294-1313 or (800) 893-9497.

We look forward to serving you!