Quest Capital & Risk Management
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
23 Bellemeade Ave, Smithtown, New York, ...Phone Number
(631) 724-3933Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Quest Capital & Risk Management
Quest Capital & Risk Management, Inc. specializes in providing comprehensive financial strategies for individuals aged 55 and over, focusing on retirement income coordination, tailored investment strategies, and tax minimization. With over 25 years of experience, the firm emphasizes a holistic approach to financial planning, ensuring that clients have a clear roadmap for their retirement goals. They serve clients with investable assets greater than $1 million, helping them navigate complexities related to retirement income, investment risk, and taxes. Based in Long Island, NY, Quest Capital is committed to delivering personalized guidance and maintaining long-term relationships with their clients.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Quest Capital & Risk Mana...
<$5M
1-10
Private
-
1997
N/A
Company Profile Activity
Activity Insights
Quest Capital & Risk Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Quest Capital & Risk Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Quest Capital & Risk Management.
Quest Capital & Risk Management Tech Stack
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Quest Capital & Risk Management News & Media
Mercer Advisors Acquires Quest Capital Management, Inc.
DENVER, Sept. 29, 2021 /PRNewswire/ -- Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Quest Capital Management, Inc. ("Quest"), a respected wealth management firm located in Dallas, Texas. Quest serves...
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Quest Capital & Risk Management, Inc. specializes in providing comprehensive financial strategies for individuals aged 55 and over, focusing on retirement income coordination, tailored investment strategies, and tax minimization. With over 25 years of experience, the firm emphasizes a holistic approach to financial planning, ensuring that clients h... Read More
