Retirement Income Coordination
So you know exactly where your money will come from--and how long it will last.
Investment Strategies Tailored for You
Designed to grow your assets while protecting against unnecessary risk
Tax Minimization Strategies
Active, ongoing strategies to reduce the taxes you pay over your lifetime, not just this year.
Financial advice should be comprehensive, coordinated, and always in your best interest.
As a fiduciary firm, we're not here to sell products--we're here to solve problems. Our clients turn to us for clarity in the face of complexity: retirement income, investment risk, healthcare costs, taxes and legacy planning.
Personalized Guidance
Everything we offer is part of a holistic, ongoing plan--not a one-time service.
Whether you're 5 years from retirement or already in it, we provide a clear roadmap tailored to your life, your goals, and your legacy.
- Based in Long Island, NY. Proudly serving clients locally and across the U.S.
S. Joseph DiSalvo, ChFC
Managing Partner
631-724-6579
Joe is the President of Quest Capital & Risk Management, Inc., which he founded in 1997. With more than 25 years in the financial services industry, Joe values the long-term relationships he has with his clients and is passionate about...
Marie Madarasz, AIF
Partner, Lead Advisor
631-724-6579
mmadarasz@questcapitalmgmt.com
Marie Madarasz is a Lead Advisor and Financial Planner at Quest Capital & Risk Management and has nearly two decades of experience in the financial services industry. She enjoys being part of a team that has such a positive impact on client
James Delucia
Paraplanner & Associate Advisor
Matthew Brown, EA, CTC, CTRC
Tax Manager
James Mantione
Client Service Associate
6317246579
jmantione@questcapitalmgmt.com
James Mantione is a Client Service Associate at Quest and is a recent graduate of Pace University's Lubin School of Business, graduating with a finance degree. He completed a summer internship with Northwester Mutual, where he began...
