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
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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The Average American Budget
Learn about the average American budget in this fun and interactive piece.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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