Financial Quest - Syracuse, New York

Financial Quest

Address: 925 State Fair Blvd, Syracuse, NY 13209.

Phone: 57534035.

Website: investseneca.com.

Especialidades

Financial planner

Otras características

Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.

Opiniones

This company has 5 reviews on Google My Business.

The average opinion is 5/5.

Descripción

Financial Quest es una empresa que ofrece servicios de planificación financiera. Está ubicada en Syracuse, NY, y tiene una dirección de 925 State Fair Blvd, Syracuse, NY 13209.

La empresa tiene un teléfono de 57534035 y una página web en investseneca.com.

Se especializa en planificación financiera y ofrece una variedad de servicios para ayudar a los clientes a alcanzar sus objetivos financieros.

Ventajas

• Ubicación en Syracuse, NY, lo que facilita el acceso para los clientes locales.
• Experiencia en planificación financiera y servicios de banca.
• Opciones de productos financieros completas.
• Personal capacitado y comprometido con los clientes.

Recomendaciones

Para una persona que busca servicios de planificación financiera, Financial Quest es una excelente opción. Su ubicación en Syracuse, NY, y su experiencia en banca y planificación financiera hacen que sea una empresa confiable y efectiva.

Además, la variedad de servicios que ofrece, incluyendo opciones de productos financieros completas, lo convierte en una empresa versátil y adaptada a las necesidades de los clientes.

👍 Reviews of Financial Quest

Kim M.

5/5

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 wouldn't want to work anywhere else!

Becca S.

5/5

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.

Kimberly B.

5/5

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.

Vince F.

5/5

Greg and Kim are fantastic very responsive to questions and needs.

Joe V.

5/5

Great service. Cares about their clients. Highly recommend.