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Wealth Management

Quest Financial Services advisors don’t focus on investments. We focus on you. We take a client-centered, holistic approach to coordinate all the services you need to manage your money and create a plan to meet your family’s current and future needs. We’ll consider investments from stocks and bonds to annuities and alternatives. We’ll review retirement plans and company stocks. And we’ll address college funding, if need be. Once we create a plan together, we’ll meet regularly to update your goals, review and rebalance your portfolio and determine whether additional services are needed. 

Tell Us Your Goals

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Our Advisors specializing in Wealth Management:

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

Tell Us Your Goals