B.O.S.S. Retirement Solutions and Advisors | Lehi Office 3400 North Ashton Boulevard, Lehi, UT 84043

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4.8 263

Location & Phone number

Hours open

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About Us

Reviews

About the Business

B.O.S.S. Retirement Solutions and Advisors | Lehi Office is a finance institution located at 3400 North Ashton Boulevard in Lehi, Utah, United States. Our office is conveniently situated in the heart of Lehi, UT, in the beautiful Silicon Slopes area, making it easily accessible from anywhere in the Salt Lake Valley.

At B.O.S.S. Retirement Solutions, we offer personalized services to help you take control of your retirement planning. Our team of financial advisors will work closely with you to create a comprehensive retirement plan that aligns with your goals and unique needs. We can help you maximize your social security benefits, minimize taxes in retirement, and create a well-diversified portfolio to minimize risks.

As an independent financial services firm, we offer a variety of investment and insurance products to custom suit your needs and objectives. Our investment advisory services are offered by registered individuals through B.O.S.S. Retirement Advisors (BOSS) and AE Wealth Management, LLC (AEWM). Insurance products and services are offered through BOSS and BRG.

Please note that the information and opinions provided on our website are for informational purposes only and should not be used as the sole basis for financial decisions. We recommend seeking advice on legal and tax questions from independent professionals. Our firm is not affiliated with the U.S. government or any governmental agency.

B.O.S.S. Retirement Solutions has received recognition for its growth and excellence, including the Inc. 5000 Fastest Growing Companies award in 2016, 2017, 2018, and 2019, as well as the Utah Best of State award in 2019, 2020, 2021, and 2022. Let us help you create a secure and successful retirement plan today.

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Location & Phone number

Directions

3400 N Ashton Blvd #190, Lehi, UT 84043, United States

801-990-5055

bossretirement.com

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Hours open

Monday:

8:30 AM - 5:30 PM

Tuesday:

8:30 AM - 5:30 PM

Wednesday:

8:30 AM - 5:30 PM

Thursday:

8:30 AM - 5:30 PM

Friday:

8:30 AM - 5:30 PM

Saturday:

Closed

Sunday:

Closed

Reviews

Richard Richey:

"Amy at the front desk Lehi location is very friendly, helpful and professional. Dave Whitworth is amazing to work with. We met with Dave three times getting all the information we were looking for and all of our questions answered. Dave is friendly, professional and knowledgeable and was great to work with. I would recommend B.O.S.S. to anyone looking for financial advice and retirement."

almost 11 months ago

Jonathan Katz:

"Answered all of our multitude of questions. Very up front in regard the costs involved with our signing up with them. We’re able to provide a customized plan tailored to our current Situation and future desires. Looking forward to a long relationship with the firm."

1 year ago

Stephen Hurd:

"Brian and Cassidy are always great to work with, they answer all our questions and are very professional. They seem concerned about mine and my wife's retirement and do all they can to help us. We always look forward to our meetings with them, and always leave with a good feeling. Thanks to Brian and Cassidy and the whole team at B.O.S.S. you guys are great!"

1 year ago

Stan Colby:

"BOSS staff are always worm and friendly, has real concern for our comfort. Brian is very good at serving us with updates, recommendations for future actions that will save us tax $. I look forward to our annual review and have seen good positive growth in our portfolio every year. Thank you very much."

1 year ago

David Laycock:

"The BOSS advisor was very knowledgeable and accommodating. I had a number of questions which he was able to answer for me. I felt like he was very transparent and explained what they could and couldn’t do for me. In addition, they gave me the time I needed to research and review the information."

1 year ago