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Welcome to BOS Investment Services

Where Do You Want Your Financial Roadmap to Take You?

Working Toward Your Destination Together: One Turn at a Time

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.

Our Clients

Take a step toward your financial future and investment goals.

View these current topics or visit our Resource Center

<p>Countdown to College</p>

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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<p>Should You Ever Retire?</p>

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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<p>Fallen Tree Damage&#8212;Who Pays?</p>

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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<p>Succeeding at Business Succession</p>

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Our Services

Focused on You

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.

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Designed for You

Our Approach to Planning

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.

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Tell Us How We Can Help You Today

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