Financial Quest

Financial Quest is a financial planner in Syracuse, NY. The firm works with individuals facing the challenges of changing jobs, preparing for retirement, planning college savings, and estate strategy. Its services cover investing principles and strategies, retirement investing and distribution strategies, estate conservation issues, and risk management, and the team also addresses questions such as whether a client can retire early, whether their investments are working hard enough, the best approach for college savings, the elements of a sound estate strategy, and whether they have enough life insurance for their family. Financial Quest holds a rating of 5.00.

The firm describes its approach as personalized and attentive, focused on each client's needs, wants, and financial goals. Its professionals bring years of experience in financial services. Greg Boshart, Program Manager and LPL Financial Advisor, has worked as an Investment Consultant since 1992 and has spent 30 years in the field. He frames the investing process around three steps: Goals, Plan, and Portfolio, beginning with a complete understanding of what and who a client is investing for, then determining what is needed to pursue those goals, and finally building a diversified set of investments that is monitored over time. Boshart holds FINRA Series 7, 63, 65, 9, and 10 credentials, a New York State Life Insurance license, and a Bachelor of Science in Music Business from the State University of New York.

Financial Quest sits on State Fair Boulevard, about 0.2 miles from Lakeland Park and roughly 0.4 miles from both the Lakeside Volunteer Fire Department and Solvay Middle School. Maple Bay is about 1.2 miles away.

The firm's 5.00 rating reflects the customers who have reviewed it.

Services:

• Cash Flow Management
• Estate Planning
• Investment Management
• Retirement Planning
• Tax Strategies