The Quest Difference

The Quest Capital & Risk Management team is passionate about communicating and developing meaningful relationships with all of our clients. We value open and honest dialogue, embrace the latest technology, and constantly find new ways to provide greater value. We place significant emphasis on getting to know our clients’ goals and creating a financial life plan that is fluid throughout all of life’s stages. 

With nearly 50 years of experience among our advisors and support staff, we are a well-respected team that always plans for the long-term financial success of our clients. We believe in empowering our clients and arming them with the financial knowledge required to make sound decisions. We feel strongly that clients are at the center of their own destinies and can use their finances to structure their lives to have greater personal meaning. Our firm offers clients the resources and education they need to make choices that will allow them to have the life they envision during retirement.

Our financial life planning process sets us apart from other wealth management firms. We aim to help create meaningful life changes in our clients’ lives. We invite you to contact us at any time to discuss how we can inspire you, too. 

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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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