• Welcome to Quest Capital & Risk Management

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  • Design your future!

    Quest Capital & Risk Management serves the needs of affluent community members and business leaders in Smithtown, New York and the greater Long Island area who seek a deeper, values-based approach to money management. Our mission is to help our clients establish a financially secure foundation so they can maintain their standard of living throughout life’s transitional moments, including the changes that come from retirement.

    Learn More
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Welcome to Quest Capital & Risk Management!

Design your future!

Quest Capital & Risk Management serves the needs of affluent community members and business leaders in Smithtown, New York and the greater Long Island area who seek a deeper, values-based approach to money management. Our mission is to help our clients establish a financially secure foundation so they can maintain their standard of living throughout life’s transitional moments, including the changes that come from retirement.

 

The Quest Difference

We believe in empowering our clients to make values-based financial decisions to ensure their goals, time, and money stay aligned with their future vision. 

 

Financial Life Planning

We provide holistic financial life planning to help you on the quest to discover the meaningful life you want to lead.

 

Contact Us

We welcome the opportunity to help walk you through all of life’s pivotal changes. Contact us today. 

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Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
We are registered to sell Securities in the following state(s): New York
We are licensed to sell Insurance in the following state(s): New York
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