Quest Financial Advisors - Goshen, New York

Quest Financial Advisors

Una compañía de asesoramiento financiero con sede en Goshen, NY, que ofrece servicios de planificación financiera, consultoría financiera y compañías de inversión.

Ubicación: Address: 30 Matthews St #301, Goshen, NY 10924

Telefone: 52941313

Website: questadvisory.com

Especialidades

• Financial planner: Asesoramiento financiero personalizado
• Financial consultant: Consultoría financiera para negocios y personas
• Investment company: Compañías de inversión para obtener rendimientos a largo plazo

Puntos de interés

• Entrada accesible para sillas de ruedas
• Parking lot accesible para sillas de ruedas
• Baño accesible para sillas de ruedas
• Restaurante
• Appointment required
• Appointments recommended
• Free parking lot
• On-site parking

Opiniones

Esta empresa tiene 3 reseñas en Google My Business.

La opinión promedio es de 3.7/5.

Los clientes destacan la personalidad y la capacidad de Robert Cepeda, el asesor financiero principal, para explicar las finanzas personales de manera clara y concisa. Se siente cómodo y seguro con la recomendación de la empresa.

Los clientes también mencionan que la empresa ofrece servicios de alta calidad y que el equipo se muestra comprometido con los clientes.

En general, se siente que la empresa es accesible y accesible para personas con discapacidad.

👍 Reviews of Quest Financial Advisors

Corinne B.

5/5

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!

Beth Z.

1/5

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.

Maryann V.

5/5

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.