Bosch Financial Inc.
4027 Glass Road Northeast, Cedar Rapids, IA 52402
Location & Phone number
4027 Glass Rd NE, Cedar Rapids, IA 52402, United States
About the Business
Bosch Financial Inc. is a finance institution located at 4027 Glass Road Northeast, Cedar Rapids, Iowa, United States. With over 100 years of combined experience, our team specializes in providing financial education to individuals, families, small businesses, medical professionals, and IPERS members. Founded by Gregg Bosch, a former teacher and coach, our team uses a holistic planning method to create strategies for wealth protection, accumulation, and distribution to help you achieve your life's greatest goals.
Our team members, including Chad Bosch, Ryan Bosch, Joby Frey, Spencer Reed, Janice Milligan, Erika Smalley, and Lexi Poundstone, are dedicated to providing excellent customer service and financial education. Securities are offered through Equitable Advisors, LLC, and investment advisory products and services are offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products are offered through Equitable Network, LLC.
We travel across the state of Iowa to work with clients and prospective clients, providing IPERS and financial education. If you have not had a chance to work with our team yet, we invite you to contact us today. Please note that Bosch Financial, Inc. is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. For more information about Equitable Advisors, LLC, you may visit equitable.com/crs. Thank you for considering Bosch Financial, Inc. for your financial needs.
Reviews
"The Bosch family and staff are wonderful to work with"
"Ryan did a great job viewing our financial goals and was able to offer a full line of investments to better my future. He also did this all in a very quick fashion."
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