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Philanthropy Strategy


Philanthropy can be a complicated process. There are questions related to taxation, contribution limitations, structure and list goes on. When you are ready to consider giving and your legacy, you’ll surely have questions. Quest Financial advisors can answer these questions and craft the giving plan that works best for your life, lifestyle, and legacy goals.


Start Building Your Legacy Today!


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Our Advisors specializing in Tax Strategies:


Robert Cepeda New York Financial AdvisorRobert CepedaNicholas Tuck New York Financial AdvisorNick TuckBob Howerter New York Financial AdvisorBob Howerter
Ken Flood New York Financial AdvisorKen FloodSandeep Patel New York Financial AdvisorSandeep PatelRoger Pikul New York Financial AdvisorRoger Pikul Jr.
Tony Natrella New York Financial AdvisorTony NatrellaSenta Curran New York Financial AdvisorSenta CurranBill Niederauer New York Financial AdvisorBill Niederauer

contact us today!