Quest Financial Services with offices in Goshen, Middletown, Wappinger Falls and Brookfield, Conn., as well as Warwick, recently moved from 11 Oakland Ave. to a new office at 7 Grand St..
On Thursday, Sept. 29, Town of Warwick Supervisor Michael Sweeton, Orange County Legislator Barry Cheney, Mayor Michael Newhard and members of the Warwick Valley Chamber of Commerce joined manager Ken Flood and his staff for the ribbon-cutting at the grand opening of their new office.
Quest Financial Services is an independent, full-service wealth management firm with a well-established foundation in Orange County. It’s stated goal is to provide world class service to the residents and business owners of the Warwick Valley region.
“At Quest,” said Flood, “we place a premium on obtaining a thorough knowledge of our clients’ needs and financial circumstances before dispensing advice. Our objective is to build a financial plan to enhance the lives of our clients and secure their retirement.”
Quest Financial offers a wide range of services including; retirement planning, savings and investments, college funding and protection planning as well as savings ideas and monthly budget help.
Flood is a vice president at Quest Financial, who will be managing the Warwick office, has more than 34 years’ experience in financial planning, specializing in portfolio management and Trust and Estate administration. He holds a license in the Securities Industry and Insurance Industry.
Flood can be reached at 845-527-9437 or firstname.lastname@example.org
For additional information visit www.questfinancialservices.com.
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