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925 State Fair Blvd Syracuse, NY 13209

greg.boshart@lpl.com
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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On Your Quest for Financial Well-being

On Your Quest for Financial Well-being

Welcome, we’re Financial Quest, a financial organization in Syracuse, NY. There are unique challenges facing every individual today, especially as they change jobs or prepare for retirement. Whether your goal is preparing for retirement, figuring out what to do with your account if you change jobs, plan for college savings, or estate strategy, our personalized and attentive service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your concerns, desires, and dreams for both  today and for many years to come. Wherever you're at on your financial path, we're with you... for life's journeys.


Check Out Our Video Rotator Below

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Learn More

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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WHAT OUR TEAM HAS TO SAY


  • “The key to successful investing is to focus on your goals and to follow your plan. The surest way to get off course is to be focused on the market and current events. Nothing gives you a sense of certainty like a solid Financial Plan. I guide your plan with experience, empathy and confidence.”

    - Greg Boshart,

    PROGRAM MANAGER

  • “The key to successful investing is to focus on your goals and to follow your plan. The surest way to get off course is to be focused on the market and current events. Nothing gives you a sense of certainty like a solid Financial Plan. I guide your plan with experience, empathy and confidence.”

    - Greg Boshart,

    PROGRAM MANAGER


A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

Our Process

We create strategies that are tailored to your needs and goals. 


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Our History

Years of experience have prepared us to guide you through life's transitions.


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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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TELL US HOW WE CAN HELP YOU TODAY

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Working With A financial professional associated with a financial institution

Your bank ("Financial Institution") provides referrals to financial professionals of LPL Financial ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals.  This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest.  The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information or scan the QR code to learn more.