How does the advisor help clients – Key Takeaways:
- QUEST PARTNERS LLC is a financial advisory firm that provides comprehensive financial planning and investment management services.
- Their team of experienced advisors helps clients achieve their financial goals through personalized strategies and ongoing support.
- They offer a range of financial services, including retirement planning, investment management, tax planning, and more.
- QUEST PARTNERS LLC prides itself on their transparent and client-focused approach to financial advising.
- The firm has a strong track record of success and has gained recognition in the industry for their exceptional services.
Facts and Insights
Founded in 2006, QUEST PARTNERS LLC has been providing expert financial advice to individuals, families, and businesses for over 15 years. Based in New York City, the firm has expanded to have offices in multiple locations, serving clients across the country.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 15+ years |
Financial Services Offered
QUEST PARTNERS LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance and risk management
- Business succession planning
Client Types
QUEST PARTNERS LLC caters to a diverse range of clients, including:
- Individuals
- Families
- Business owners
- Corporate executives
- High-net-worth individuals
Fees & Compensation
QUEST PARTNERS LLC operates on a fee-only basis, meaning they do not receive commissions or incentives for recommending certain products or services. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ goals.
Background
The team at QUEST PARTNERS LLC consists of highly qualified and experienced financial professionals who are dedicated to helping clients achieve financial success. They take a holistic approach to financial planning, considering all aspects of a client’s financial life to develop personalized strategies that align with their goals and values.
Financial Advisor Disclosures to Know
As a registered investment advisor, QUEST PARTNERS LLC is required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record with no disciplinary actions and prioritize transparency and integrity in their client relationships.