Broker Check


Insurance is often overlooked as part of the financial picture and navigating the insurance landscape doesn’t have to be complex or stressful. The BOS Investment Services staff can assist you with a complete needs analysis and guide you through the process, making certain you are educated on your options. Our independent structure assures the most important fact; we don’t work for an insurance company – we work for our clients. The experienced professionals at BOS Investment Services takes a personal approach to understand your unique insurance needs so we can provide you with tailored, personalized insurance coverage that best protects you and your assets.  In addition, with nearly 30-quality, name-brand companies on our platform, the BOS Investment Services staff can offer you non-proprietary carriers and products to fulfill your individual and business insurance needs.

BOS Investment Services offers an entire spectrum of insurance options:

Term Life Insurance

Whole Life Insurance

Universal Life Insurance


Structured Settlements

Long-Term Care

Business Key Person

Business Buy/Sell

Risk Management for Business Owners

Contact us today:

Thank you!