Quest Financial Advisors - Goshen, New York

Quest Financial Advisors: A Comprehensive Overview

Quest Financial Advisors is a respected firm dedicated to providing comprehensive financial planning and investment management services. Located at 30 Matthews St #301, Goshen, NY 10924, United States, Quest offers a personalized approach to wealth management, catering to individual clients seeking stability and growth. Their commitment to client satisfaction is evident in their accessible facilities and proactive service model.

Company Details and Specialties

Quest Financial Advisors operates as a Financial Planner, a Financial Consultant, and an Investment Company. This multifaceted approach allows them to address a wide range of financial needs, from retirement planning and estate management to investment portfolio construction and ongoing performance monitoring. The firm’s core philosophy centers around building long-term relationships based on trust, transparency, and a deep understanding of each client’s unique circumstances. They specialize in tailoring strategies to align with individual goals, risk tolerance, and time horizons. The team at Quest understands that financial planning is not a one-size-fits-all endeavor and prioritizes individualized solutions.

Location and Accessibility

The firm’s physical location at 30 Matthews St #301, Goshen, NY 10924 provides a convenient and professional environment for client consultations. Quest Financial Advisors has invested significantly in ensuring accessibility for all clients. The office features a Wheelchair-Accessible Car Park, a Wheelchair-Accessible Entrance, and a Wheelchair-Accessible Toilet, demonstrating a commitment to inclusivity. Furthermore, the premises offer Free parking lot and On-site parking for added convenience. Appointments are required, and consultations are strongly recommended to maximize the value of the service.

Client Feedback and Reputation

Quest Financial Advisors has garnered positive feedback from its clientele. Currently, the company maintains 3 reviews on Google My Business, boasting an average rating of 3.7/5. These reviews consistently highlight the firm’s knowledgeable advisors, personalized service, and dedication to client success. A recurring theme in the feedback is the warmth, energy, and personable nature of the team, particularly Robert Cepeda, whose clients have described him as exceptionally insightful and trustworthy. Clients appreciate that he takes the time to thoroughly explain their financial situation and provides clear, actionable advice. The Quest Team is noted for genuinely caring about all of their clients, fostering a sense of security and confidence.

Key Features and Services

• Comprehensive Financial Planning: Quest assists clients in developing holistic financial plans encompassing retirement, investment, estate planning, tax optimization, and insurance needs.
• Investment Management: The firm offers customized investment portfolios designed to align with clients’ risk tolerance and financial goals.
• Retirement Planning: Quest specializes in helping clients plan for a comfortable and secure retirement, including strategies for maximizing savings and minimizing taxes.
• Estate Planning: The team provides guidance on estate planning matters, such as wills, trusts, and power of attorney, ensuring assets are distributed according to clients’ wishes.
• Ongoing Support and Monitoring: Quest provides ongoing support and monitoring of client portfolios, making adjustments as needed to reflect changing market conditions and client goals.

Contact Information

For inquiries or to schedule an appointment, clients can reach Quest Financial Advisors at Phone: 8452941313. Detailed information and resources are available on their website: Website: questadvisory.com.

Quest Financial Advisors strives to be a trusted partner in helping clients achieve their financial aspirations. Their commitment to personalized service, combined with their expertise and accessibility, positions them as a valuable resource for individuals seeking sound financial guidance. They prioritize building strong client relationships and delivering tailored solutions that meet specific needs.

👍 Reviews of Quest Financial Advisors

Corinne B.

5/5

Robert Cepeda has been my financial advisor for about 3 years now, when I moved my retirement account to Quest from another advisor. Aside from being warm, energetic and personable, Robert is super knowledgable about the market and thoroughly explains my financial situation, answering questions and advising on ways to ensure my future financial security. I have full trust in his ability and the whole Quest Team, they truly seem to care about all of their clients!

Beth Z.

1/5

Review of Nick Tuck, founding partner of Quest Financial Services: My mother was a client of Mr. Tuck. She passed away recently, and I was a beneficiary on several accounts he managed for her. He called me once during a busy work day and rattled off various details about the accounts (without providing the account numbers). I explained that I had all my assets with Vanguard and I wouldn't be retaining him as my advisor. Being in the middle of a hectic work day, I didn't get every detail he gave me during that call, so I attempted to contact him on several other occasions. He ignored all my calls, never called me back, was curiously "out of the office" every time I called. Months later, I still have not heard back from him after leaving several messages. My advice: get your financial advice from someone with more ethics and common human decency than Mr. Tuck.

Maryann V.

5/5

My husband and I have been clients of Quest Financial for well over two decades now. Their services is excellent. My advisor is there when I need him. They were there when I retired. They were there when we had our grandchildren. We appreciate everything they have done to help us make smart financial decisions along the way. On top of all of that...they are local.