Quest Financial Services
30 Matthews Street, Goshen, NY 10924
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
Quest Financial Services is a leading finance institution located at 30 Matthews Street in Goshen, New York, United States. We specialize in providing personalized financial solutions to individuals and businesses, helping them achieve their financial goals and secure their financial future. Our team of experienced professionals is dedicated to providing top-notch financial services, including investment planning, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or protect your assets, Quest Financial Services is here to help you every step of the way. Contact us today to schedule a consultation and start your journey towards financial success.
Reviews
"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."
"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!"
"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."
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