G.B. Bose - Private Wealth Advisor, Ameriprise Financial Services, LLC 433 Plaza Real, Boca Raton, FL 33432
About the Business
G.B. Bose - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 433 Plaza Real in Boca Raton, Florida, United States. The institution offers a range of certifications and designations to its advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning and management topics, ensuring that advisors are well-equipped to provide expert advice to their clients. The institution prides itself on providing comprehensive and specialized financial services to individuals, retirees, small business owners, high net worth clients, and more.
Photos
Location & Phone number
433 Plaza Real Suite 275, Boca Raton, FL 33432, United States
Reviews
"Over the past six years, the service has been impeccable. The financial advise has always been spot on and has allowed my portfolios to grow way beyond my expectations. Personal attention is the best in the industry, and immediate access is the best. I would recommend this service without any reservations."
"We have been advised by G.B. Bose - Ameriprise Financial Services, principal G.B. Bose, for 9 years, and have been very pleased with the services we have received. In particular, the focus on our specific financial goals has been invaluable. Not only has G.B. Bose and his team facilitated and proactively managed investments that fit our personal level of risk tolerance and earnings objectives, but they have also provided non-investment related advice that facilitate our life goals. For many years I believed I needed a financial advisor, but was intimidated, fearing that the approach would be negative (e.g. imposition of an extreme savings regime), or that I would not be able to understand what was being done with my hard earned money. This experience has been the opposite of what I feared. G.B. Bose's approach has been non-judgmental, starting from the perspective of where we were initially, clarifying where we want to end up, and then tailoring advice and our portfolio to achieve that end. They have done an excellent job of facilitating our understanding of our diversified portfolio without making us feel uninformed. They have facilitated not only investing, but also spending from our income streams in a way that does not detract from the health of our overall portfolio. It has been a relief to finally have a financial adviser who assists in achieving our life goals in a holistic manner. In addition to investment advice, G.B. Bose has advised regarding insurance, taxes, pensions, real property transactions, social security, estate planning, etc., none of which generated fees for the business, but are part of the expert holistic approach most of us need from our financial planner. G.B. Bose emphasizes that his company is not just a stock or investment broker, but rather provides full service financial advising and planning. This is, I think, the biggest value and we definitely take advantage of it as much as possible. Yes, there is a cost, in the form of fees, involved with having access to the expertise of a professional financial planner, but we have found that the value we receive from having access to this expertise far exceeds any costs incurred from engaging G.B. Bose. Given the complexity of managing one's financial life in the 21st century, quality financial advising by an expert is indicated. We have referred friends and acquaintances to G.B. Bose, and like us, they have received personalized advising that fits their needs. Some of our referrals have been at an earlier stage in their financial life, perhaps seeking guidance, but with fewer resources to immediately invest. All have been treated with respect and given helpful guidance for their current and future financial condition. I highly recommend the services of G.B. Bose - Ameriprise Financial Services, LLC."
"This is in response to Mr. Arjun Punyamurthula's review. Dear Mr. Punyamurthula, I have been with this company for more than 13 years and I can confirm that you, or any potential relatives with your name were never clients, or prospective clients of our firm. I am really sorry to hear that you had a bad experience in your past. I would advise that you please identify the correct name of the Advisor and Advisory firm you may have used in the past, update this review accordingly and remove this review posted by mistake under our company's name. I reviewed the other 2 contributions you had posted online (to Chevy Chase Senior Living Home and Karma Modern Restaurant) hoping to be able to find a way to contact you to help you identify the right person you may have dealt with in the past. Unfortunately, I was not able to find your information. Please feel free to go to our website, look for my name and I would be more than happy to do my best to help you find the correct firm/advisor. I look forward to hearing back from you."
"I have worked with G.B. Bose and the team for the past three years and marvel at their quality approach to financial advisory services. They sincerely care about their clients and work to achieve the maximum return on the investment. Thank you for your work!"
"This company is the worst financial advisory possibly in the entire country. My family member had a horrendous experience with Steve Kavgioulas, one of the advisers. First, he is very unprofessional, rude and arrogant! If you want to be a professional financial company, you simply should NOT have this type of employee. He just lowers the company's reputation. Steve Kavgioulas's condescending and lazy attitude are not even the worst part. His professional recommendations have lost us tens of thousands of dollars, which makes me think he is either inexperienced or uneducated. I would rather trust our money with a random person from the street than work with this company again."
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