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Quest Financial Services, Inc.

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Quest Financial Services, Inc.

Overview:

Quest Financial Services Inc. has a seasoned professional team of a CFP®, CPA/PFS, MST and an Enrolled Agent, both with strong tax experience to help each of our clients on their journey to and through retirement. We function as an objective fiduciary putting our clients’ interests first and foremost while adhering to both the CFP®, and AICPA codes of ethics. As fee-only planners and members of NAPFA (National Association of Personal Financial Advisors), we never sell any products or earn any commissions of any kind, including any referrals.

Quest, like most financial planning firms, works with all of our clients in the accumulation and growth stage of preparing for retirement. We advise clients on their goals and what it will take to get there. Custom action plans are constructed and monitored on an ongoing basis. Progress is charted and adjustments made as we navigate the course to their retirement goals.

At Quest, we also work with small business owners in educating and choosing the best QRP (qualified retirement plan) from the myriad of plans approved by Congress for their specific business, cash flow, and needs. Whether a salary reduction plan (401k) &/or an employer funded plan (profit sharing), Quest will help each business owner implement and grow their retirement funds along with utilizing the maximum tax deductions for each annual contribution.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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