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Sandeep Patel



In The Community



Planning Tools

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Through his 20 year career in the financial services industry Sandeep has learned to truly understand the needs of his clients. He strives to listen carefully to their challenges and objectives with unbridled support through fruition. He recognizes the value of financial planning. In fact, this guidance laid the groundwork for his entire career. Sandeep states, "My parents came to the US from India over 45 years ago with a dream to better their lives. I saw the struggles my parents endured when I was growing up and later, I was fortunate enough to reap the benefits of their perseverance."

Sandeep's career has led to significant travel throughout the United States. He uses his background in LIfe, Accident and Health Insurance to complete the comprehensive services his client's require. He considers the position of financial planner to be the go to person in time of need and the captain as you navigate through life.

 Sandeep is a graduate of NYU Stern School of Business with a degree in Finance. He also holds Series 7 Securities License and is licensed in Life, Accident and Health Insurance.

Email sandeep@questfinancialservices.com

Team Member 


Executive Assistant

When you go grow up in an area and you attend the schools and your clients are your neighbors, former teachers and colleagues you have a strong sense of dedication. This is OUR community. I’m very proud to have raised my children locally and feel a certain responsibility to give back.

In this section of the website you will find the various projects that we dedicate our resources to. These endeavors include community service, contributions and education.

During the Winter Celebration this year we proudly participated in the program below. It was a special event. Please take a look to learn more. Young Heroes of Warwick: Ambers’ Butterflies & her Beautiful Heart Creates Life Changing Charity / Posted on August 11, 2018 by Warwick Dispatch


Education. Appreciation. Fun! 

 I thoroughly enjoy providing special events for my clients. These fall in three separate categories: educational, entertaining and charitable. Please note, some events are Quest Financial Public Events such as Shred Day and Teacher Appreciation and others are advisor-specific such as Renegades baseball, wine tasting, etc.  

See below for upcoming events:

Please click on the link below to log-in to your online account.

Should you need help contact us: 

Email sandeep@questfinancialservices.com

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Personalized service with a clear action plan.

Taking action begins with understanding your complete story. The more detailed you are about your current situation and your desires for the future, the greater the possibility to achieve. 

This all begins with filling out the Client Profile. Please click below to get started.

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