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Quest Financial

Quest Financial Services

30 Matthews Street, Suite 301
Suite 301

Goshen, NY 10924
(845) 2941313

Let Us Be Your Guide

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

Firm Start Year

1999

No.of Employees

10-19

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

Years of Experience in Financial Services

35

Number of Years with Current Firm

20

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

No

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

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Financial Consultant (ChFC®), CERTIFIED FINANCIAL PLANNER™ Certificant, Certified in Long-Term Care (CLTC), Chartered Life Underwriter (CLU®), Masters in Financial Services (MSFS)

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

Disclosures

Securities offered through Securities America, INC., member FINRA/ SIPC. Advisory services offered through Securities America Advisors, Inc. Quest Financial Services and Securities America are separate and unrelated companies.

Disclaimer

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.