GoalQueste Employee Directory

Q: What is GoalQueste known for?

GoalQueste was founded in 2011. GoalQueste operates in the Financial Services industry.

Q: How many employees does GoalQueste have currently?

GoalQueste has approximately 1 employees.

Financial ServicesPennsylvania, United States0-1 Employees

GoalQueste is a fee-only wealth management firm. Our advisors provide clients with goal-based, comprehensive financial planning, portfolio management and ongoing feedback to help them achieve long-term financial security.

Wholly owned and operated by its employees since 2011, GoalQueste is registered under the Securities Commission of Pennsylvania, with its principal offices located in Newtown Square (Greater Philadelphia Area).

GoalQueste specializes in providing customized financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and businesses. GoalQueste distinguishes itself from traditional investment advisory firms by providing services to not only meet clients’ investment needs, but also tax, estate planning, risk management, retirement planning and business development needs.

Find GoalQueste employees' phone numbers or email addresses

GoalQueste Global Highlights

North America
2

United States Of America
2

GoalQueste's Leadership

E. E.
Director Of Financial Planning
Mobile Phone
Email
L. A. B.
Director Of Investments
Mobile Phone
Email

GoalQueste Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from GoalQueste

Name

Title

Contact Info

Location

Last Update

E. E.
Director Of Financial Planning
Mobile Phone
Email
United StatesPennsylvania
Oct 18, 2025
L. A. B.
Director Of Investments
Mobile Phone
Email
United StatesPennsylvania
Nov 13, 2025

Frequently Asked Questions

What is GoalQueste known for?

GoalQueste was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 1055 Westlakes Drive Suite 300 Berwyn, Pennsylvania 19312 United States; you can contact the main corporate office by phone at

+1-484-602-****

. Explore GoalQueste's company overview page for more information.

What is GoalQueste's most common email format?

GoalQueste employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more GoalQueste email formats with LeadIQ.

How many employees does GoalQueste have currently?

GoalQueste has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are GoalQueste's key employees and leadership?

As of February 2026, GoalQueste's key employees include:

Director Of Financial Planning: E. E.
Director Of Investments: L. A. B.

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