Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Goshen, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
1,700
Avg Client Age
60
Overview

Our Mission:

Quest Financial Services is an independent, full service wealth management firm. Our mission is to guide you every step of the way through life's financial journey. From your first job to your first child/grandchild, through retirement and estate planning, you can count on Quest Financial Services to assist you with each important financial moment in life. We are committed to helping you build and preserve a family legacy.

Our Philosophy:

At Quest Financial Services, we believe that providing first class professional services in a warm, inviting atmosphere enhances the client/advisor relationship. We also believe in taking the time to truly understand our clients. We thoroughly evaluate your needs and goals so that we can offer practical, helpful, and professional advice to help you reach your objectives. We want you and your family to fulfill your financial dreams. All of us at Quest Financial Services believe that your success is our success!

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