Robert H. Cook Insurance Agency

All our offices are safe and open for business. Please call to schedule a meeting with one of our experienced financial planners. We are one of the top wealth management firms in the nation and can give you personalized advice on your 401(k), retirement planning, tax strategy and much more.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Quincy is here for you, serving Greater Boston, Metrowest and the South Shore. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

I’m a preacher's kid and I moved 11 times by the time I was a freshman in high school. My parents, both ordained ministers, are the people I admire most in this world. Perhaps it’s their influence that sparked my interest in helping people and serving others. I’m passionate about building long-term relationships with my clients as a financial planner, understanding their goals, and delivering personalized service and guidance. When I’m not working, you can usually find me chauffeuring my kids around to their many activities. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.