Quest Financial Services, Inc. is CPA/CFP firm focused on helping clients from all income levels achieve their financial goals through personalized financial planning and results-oriented plan implementation. This 'fee only' firm consults on tax strategies, investments, asset management, college savings plans, retirement plans, estate plans and risk management in an effective, professional and punctual manner.
We'll listen carefully to your financial goals, priorities and risk tolerances to help develop and implement a custom plan focused on your needs. As Certified Public Accountants and Certified Financial Planners, the principals at Quest have in-depth knowledge and experience in wealth management. As you experience life's events -- marriage, children, job change, retirement, to name a few -- your Quest advisor will be there to help you make the financial decisions that are best for you.
You can trust Quest Financial Services, Inc. to offer financial advice that has only your best financial interests in mind because there is never a product solicitation or commission involved. Your initial consultation is complementary, so call today for an appointment, 781-224-3456.
Robert L. Dubee, CPA/CFP, PFS, MST -- Principal
As a CPA/CFP, my focus is to build trust with each client through objectivity, integrity and knowledge. My objective is to be available and accessible when you need an answer.