This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Quest Financial
- Investing
- Goshen, NY
About this business
Quest Financial is located at 30 Matthews St # 301, Goshen, NY. This business specializes in Financial Planning.
Location details
30 Matthews St #301, Ste 301, Goshen, NY, 10924, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have been a client of Bob Howerter’s for many years. It’s great to be connected with an advisor, and now I consider a friend, that is attentive to my individual needs and situation. Whenever, I have a question, he is always available to answer in a way that I can understand. Bob and his staff are top notch for anyone who is concerned about investing wisely in their future.
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.
Great customer service, great staff. Constantly in touch and care about their clients
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 atte... read more
Frequently asked questions about Quest Financial
How is Quest Financial rated?
Quest Financial has a 4.2 star rating with 5 reviews.
When is Quest Financial open?
Quest Financial is open now. It will close at 5:00 p.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com