Financial Quest - Syracuse (NY)

5 /5 Becca Smith: Greg is awesome to work with. He gets to know his customer and their financial needs. He is very helpful. When you have questions or need assistance, Greg is very responsive. If you are looking for a financial Advisor , I highly recommend Greg Boshart and team.

5 /5 Joe Vitale: Great service. Cares about their clients. Highly recommend.

5 /5 Vince Fazio: Greg and Kim are fantastic very responsive to questions and needs.

5 /5 Kim Miller: Joining Financial Quest almost 6 years ago I can say it is a great place to work and has wonderful people to work with. Greg and I strive to provide top quality service to our clients. Being under the umbrella of Seneca Savings also brings more added value as we can utilize the experience of the banks staff to help our business and individual clients with their unique banking needs. We are a full service brokerage working side by side with a great bank so that we can offer a full suite of products and Financial Planning needs. I wouldnt want to work anywhere else!

5 /5 Kimberly Boynton: Truly enjoy working with Greg. The team is professional and responsive to your needs. Greg is an expert with the ability to explain investments and performance in terms you can understand.