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35 Oswego Street Baldwinsville, NY 13027

315-753-4035
greg.boshart@lpl.com
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For Life's Journeys 

You have goals; we have experience. Together, we can chart a course to work toward your financial success.


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We Work For You 

We Work For You 

Welcome, we’re Financial Quest, a financial organization in Baldwinsville, NY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized 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 needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Check Out Our Video Rotator Below

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

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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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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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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