JOURNEY with Financial Quest

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KIM MILLER, AWMA, LPL REGISTERED BRANCH OPERATIONS MANAGER, 315-753-4035 KIM.R.MILLER@LPL.COM

AMANDA ARMELINO, CLIENT SERVICE ASSOCIATE, 315-753-4034 AMANDA.ARMELINO@LPL.COM

GREG BOSHART, LPL FINANCIAL ADVISOR, 315-753-4034 GREG.BOSHART@LPL.COM

925 State Fair Boulevard Syracuse, NY 13209

There’s some exciting news to share as we are now settled into our new offices at 925 State Fair Boulevard, Syracuse. Because of our continuous growth it was time to expand and we’ll think you’ll agree that everyone who came together to create this beautiful space did an amazing job!

We’d love to invite you to set up an appointment to come in for a visit to see how convenient parking, location, and access is to our new home!

PhilosophyIN HIS 29 YEARS AS AN INVESTMENT CONSULTANT, GREG BOSHART HAS BOILED THE INVESTING PROCESS DOWN TO A SIMPLE FORMULA:

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Goals Plan Portfolio

The NEW Financial Quest Offices at 925 State Fair Blvd, Syracuse

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For wherever you're at in your journey towards greater prosperity, it's vitally important you understand that it's never too late to begin. Every step you've taken, every curve in the road has brought you to where you are today. There's always a new choice you can make and we're ready to walk that path with you.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and brokerdealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Seneca Savings and Financial Quest are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Financial Quest, and may also be employees of Seneca Savings. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Seneca Savings or Financial Quest. Securities and insurance offered through LPL or its affiliates are:

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Please take the opportunity to view our new website including the helpful videos and tutorials at InvestSeneca.com

Teamwork is essential in the quest. The work of the Financial Quest team every day is to not only provide resources, tools, insights and guidance, it's also to be at the ready whenever you have a question.

Kim Miller, LPL Branch Operations and Amanda Armelino, Client Service Associate, work with LPL Financial Advisor Greg Boshart, to ensure a cohesive effort is always in place to help you along your journey.

Whether it's online, on site in person, or on the phone, you can count on The Team to be in your corner.

NEW Podcast Launch "The Quest" available wherever you download your podcasts

Find helpful answers to your frequently asked questions on our website and social media platforms.