At BOS Investment Services, we are accountable to our clients and firmly driven by your goals and direction. Our independence gives us the freedom to choose investments and design plans that are tailored to your specific needs.
BOS Investment Services is committed to making a positive impact for the people we serve, within the communities we reside. Lifelong relationships are the result.
With BOS Investment Services, a higher level of expertise to support your complex financial needs comes from experienced advisors within a team dynamic. Our focus and diligence keeps your goals on target.
BOS Investment Services encourages transparency and communication in an effort to spotlight our customer’s best interests. This fiduciary role encourages a higher level of individualized service not always found in advisor-investor partnerships. Trust is at the center of all relationships.
Independent, Community, Experience, Trust. These are more than just words, they are pillars that support the foundation of our business and guide BOS Investment Services in our continuing mission of delivering professional advice and proven results. We align ourselves with our clients in each segment of the wealth planning and investment management process; from the formulation of unique financial plans and objectives to the implementation of investment portfolios that are designed to drive success in pursuing your specific goals.
At BOS Investment Services, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed. BOS Investment Services has the resources, expertise and experience in assisting a wide range of clients. Below is a representative grouping of the types of customers with whom we have successfully partnered. Contact us today to start a conversation.
Mastering Mobile Lingo
What's My Potential Estate Tax?
Bridging the Confidence Gap
Should You Borrow from Your 401(k)?
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
"A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life."
- Suze Orman
“A clear vision, backed by definite plans, gives you a tremendous feeling of confidence and personal power.”
- Brian Tracy
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
"The best way to predict your future is to create it."
- Abraham Lincoln