Financial Quest - Baldwinsville (NY)

John Makovic Great company for all your insurance needs. Entire staff is Amazing… especially Juanita and Dawn. I have been insured through MBIA for well over 20 years w various policies.

Ricardo Carde Todd was always available to answer questions and clear up any problems. Him and his team did very fine work and were able to help us move through the lending process as quickly as our situation necessitated. we cant begin to thank Homestead enough!

marlene loomis Never had a problem with very nice people they do there best for what people give them as far as info. They work hard to provide the best that they can give somethings are out of there hands but they will find an option that fits you the best

Wilson Rico I couldnt find the Wells Fargo ATM outside.

Scott Carlton Jeff has been managing our money for over 12 years. We really enjoy his monthly newsletter. He breaks down the market and investing principles in terms that are easy to understand. We also value his responsiveness. He always promptly returns my emails or calls and is happy to answer any questions that I may have. I appreciate that he is fee-only. I have used commission based planners in the past and I always wondered whether they had my financial best interest in mind or if they were married to a particular fund or security based on the commission that they would receive if they sold it to me. I love not having to wonder with Jeff. I recommend him without reservation and in the highest possible manner.