Unique Advantage

Quest Financial Services has a number of advantages that are truly unique. While some of these may be offered by other firms, we feel the following list of services and experience is unique to Quest, making us the firm of choice for many investors.

1. Quest is a fee-only, and we never earn a commission or a referral fee. As a member of the National Association of Personal Financial Advisors (NAPFA) since 2006, we do not receive fees or sell any product, and never take possession of a client’s funds.

2. Quest is held to a high degree of fiduciary and professional ethical standards:

  • As a fiduciary, the client’s interests always come first
  • We adhere to the Certified Financial Planner™ Code of Ethics
  • We adhere to the Certified Professional Accountant Code of Ethics

3. We have strong tax resources on staff at Quest:

  • A CPA with an MS in taxation, with 35 years of experience
  • An Enrolled Agent with the IRS with 20 years of experience

4. All clients can have their personal tax returns prepared by Quest annually.

5. For our money management clients, Quest never charges for any meetings or phone calls. Clients are encouraged to call or come in as often as they want.

6. The professionals of Quest are always available, 52 weeks per year, whenever the market is open.

7. Quest FSI is a retirement income and distribution specialist; Principal Bob Dubee has been a member of the Ed Slott Elite Advisors Group since 2008. This is a designation held by less than 1% of all Financial Advisors in the country.

8. All money management clients receive a complimentary comprehensive financial plan with an annual update.

9. For clients who qualify, Quest FSI can function as a family wealth management advisor, integrating all income, distribution, tax, estate plans, and family transfers.

10. Quest Financial Services Inc. has been a Registered Investment Advisor (RIA), with the Securities Division of the Secretary of the Commonwealth of Massachusetts. Quest has used both Fidelity Investments and Charles Schwab as custodians for client accounts since 1997. We are able to offer clients the choice of either custodian, depending on their preference. Quest can purchase almost any stock, ETF, mutual fund, bond, CD, or other financial instrument that a client may need for their portfolio.