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Quest Financial Services - QFS Employee Directory

Financial ServicesNew York, United States11-50 Employees

Quest Financial Services focuses on meeting the needs of its clients by developing, implementing, and monitoring investment strategies aimed at helping them achieve financial security and lifestyle objectives. As an independent firm, it represents its clients rather than promoting any single product provider. The team brings more than 28 years of combined asset management experience. The firm operates from Goshen, New York, and maintains a mid-sized professional staff. Securities and advisory services are offered through National Planning Corporation (NPC) and NPC of America in Florida and New York; NPC is described as a Registered Investment Adviser and both entities are members of FINRA and SIPC. Quest Financial Services and NPC are separate and unrelated.

Find Quest Financial Services - QFS employees' phone numbers or email addresses

Quest Financial Services - QFS Global Highlights

Location
Employees

North America
29

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  • United States Of America
    28
  • Canada
    1

Africa
3

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  • Zimbabwe
    3

Asia
1

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  • Afghanistan
    1

Quest Financial Services - QFS's Leadership

  • Stylized image of a person
    K. F.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. S. T.
    Sr. Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. A.
    Financial Services Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. P.
    Administrative Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. P.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. N.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. P.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. B.
    Executive Assistant
    Phone icon
    Mobile Phone

Quest Financial Services - QFS Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Support
  • Accounting
  • Other
  • Consultant

Contact profiles from Quest Financial Services - QFS

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. F.
    Vice President
    Phone icon
    Mobile Phone
    United StatesNew York
    Sep 09, 2025
  • Stylized image of a person
    N. S. T.
    Sr. Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    Oct 18, 2024
  • Stylized image of a person
    J. A.
    Financial Services Associate
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Apr 15, 2026
  • Stylized image of a person
    M. P.
    Administrative Specialist
    Phone icon
    Mobile Phone
    United StatesNew York
    Oct 18, 2025
  • Stylized image of a person
    R. P.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    May 07, 2026
  • Stylized image of a person
    W. N.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Oct 20, 2025
  • Stylized image of a person
    R. P.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    Aug 09, 2025
  • Stylized image of a person
    A. B.
    Executive Assistant
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 01, 2026
  • Stylized image of a person
    C. H.
    Administrative Assistant
    Phone icon
    Mobile Phone
    United StatesNew York
    Aug 12, 2025
  • Stylized image of a person
    S. C.
    Certified Financial Planner
    Phone icon
    Mobile Phone
    United StatesNew York
    Jan 08, 2026

Frequently Asked Questions

What is Quest Financial Services - QFS known for?

Minus sign iconPlus sign iconQuest Financial Services - QFS was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 30 Matthews Street Suite 301 Goshen, New York 10924 United States; you can contact the main corporate office by phone at
+1-845-294-****
. Explore Quest Financial Services - QFS's company overview page for more information.

What is Quest Financial Services - QFS's most common email format?

Minus sign iconPlus sign iconQuest Financial Services - QFS employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Quest Financial Services - QFS email formats with LeadIQ.

How many employees does Quest Financial Services - QFS have currently?

Minus sign iconPlus sign iconQuest Financial Services - QFS has approximately 22 employees as of June 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

Who are Quest Financial Services - QFS's key employees and leadership?

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As of June 2026, Quest Financial Services - QFS's key employees include:

  • Vice President: K. F.
  • Sr. Wealth Advisor: N. S. T.
  • Financial Services Associate: J. A.
  • Administrative Specialist: M. P.
  • Financial Advisor: R. P.

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