Financial Quest

Vince Fazio _{on Google}

Mar 3rd, 2022

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

Becca Smith _{on Google}

Feb 23rd, 2022

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 Boynton _{on Google}

Feb 15th, 2022

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.

Kenneth Brick _{on Google}

Jan 29th, 2022

Id like to say that Greg and his team are totally responsive to my financial goals and needs. Greg calls me and stops over on a regular basis to make sure my objectives are being met and to stay in touch with my current thinking as financial conditions ebb and flow. I know I can call him at any time and use him as a sounding board for my thoughts and concerns. Not only is he very professional, but hes just a nice person as well, we enjoy his company. We highly recommend Greg as a financial advisor.

Kim Miller _{on Google}

Jan 10th, 2022

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!