Featured Business Financial Advisor in Goshen, NY
Goshen Financial Advisors
Quest Financial Services
30 Matthews Street, Suite 301, Suite 301
Goshen, NY 10924
Phone Number
“Let Us Be Your Guide”
Advisor Profile
Name:  Quest Financial
Website:  Visit Website
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About Quest Financial Services

We guide you to bridge the gap between your current situation and future financial goals. We help you make more informed and effective financial decisions which are designed to help you feel relieved, confident, self-assured and empowered about your wealth.

You may be fiscally conservative, moderate or aggressive. Or, you may be adventurous in life and conservative with money. No matter what your situation and outlook may be, your story deserves to be heard.

The advisors at Quest Financial also recognize the importance of collaboration. We built our team with the knowledge that specialization and deeper expertise characterize top performance. We are dedicated to providing a service model that reinforces the team approach and yields the quality our clients deserve.

Your goals are the driving force behind our financial guidance and we want to do everything we can to help you achieve a work-optional lifestyle.
 

General Information

CRD#:    2503069
Firm CRD#:    10205
Name of Broker/Dealer:    Securities America
Name of Custodial Firm:    Pershing and TD Ameritrade
States Licensed in:    New York, New Jersey, North Carolina, Pennsylvania, Georgia
States Willing to do Business in:    Beacon,Bloomingburg,Campbell Hall,Central Valley,Chester,Circleville,Cornwall,Cornwall On Hudson,Cuddebackville,Ellenville,Fishkill,Florida,Franklin,Gardiner,Garrison,Greenwood Lake,Harriman,Highland Falls,Highland Mills,Hillburn,Mahwah,Marlboro,Matamoras,Maybrook,Middletown,Monroe,Montgomery,New City,New Hampton,New Windsor,Newburgh,Otisville,Peekskill,Pine Bush,Pine Island,Port Jervis,Ramsey,Rock Tavern,Salisbury Mills,Slate Hill,Sloatsburg,Suffern,Thompson Ridge,Thompsonville,Tomkins Cove,Tuxedo Park,Vernon,Walden,Wallkill,Wanaque,Warwick,West Point,Westtown,Wurtsboro,GOSHEN
Years of Experience in Financial Services:    35
Number of Years with Current Firm:    20
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®), Masters in Financial Services (MSFS), Certified in Long-Term Care (CLTC), Chartered Life Underwriter (CLU®)
Securities Licenses:    Series 63, Series 6, Series 7, Series 24
Insurance and Annuity Licenses:    Accident, Health, Long Term Care, Life
Financial Organization Memberships:    Paladin Registry
 

Firm Information

Assets Managed by Firm:    $525,000,000
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 
 
 
Prepared By: Quest Financial

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