B.O.S.S. Retirement Solutions - Salt Lake Office | Financial Advisors 2825 Cottonwood Parkway, Salt Lake City, UT 84121
About the Business
B.O.S.S. Retirement Solutions - Salt Lake Office | Financial Advisors is a leading financial institution located at 2825 Cottonwood Parkway, Salt Lake City, Utah, United States. Our team of expert advisors is dedicated to helping clients in Salt Lake City and the surrounding areas achieve their retirement goals. With our in-depth knowledge of the area's unique retirement planning needs, we provide personalized solutions to ensure a prosperous future for our clients.
At B.O.S.S. Retirement Solutions, we offer expert guidance to help you take control of your retirement. Our services include maximizing Social Security benefits, reducing retirement taxes, and creating tax-efficient strategies to maximize savings. We understand the challenges of planning for retirement in volatile markets and provide risk-reducing solutions to safeguard assets and provide peace of mind.
As an independent financial services firm, we offer a variety of investment and insurance products to custom suit the needs and objectives of each individual client. Our advisors are registered with B.O.S.S. Retirement Advisors (BOSS) and AE Wealth Management, LLC (AEWM), ensuring that our clients receive top-notch service and expertise.
Please note that the information provided on our website is for informational purposes only and should not be construed as tax, legal, or investment advice. We recommend seeking advice from an independent attorney or tax advisor for specific financial decisions. Our firm is not affiliated with the U.S. government or any governmental agency.
Contact B.O.S.S. Retirement Solutions - Salt Lake Office | Financial Advisors today to learn more about how we can help you secure a prosperous retirement. Click the button below to get started on your personalized retirement plan.
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Location & Phone number
2825 E Cottonwood Pkwy #380, Salt Lake City, UT 84121, United States
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
"We came to BOSS with a modest amount of money in savings and a recent huge downsize in our retirement. Ryan gave us an excellent education so we could make some appropriate decisions. Now we have recouped the lost retirement money and then some. We were so impressed that we gave a referral to a friend who in turn had the same positive outcome as we did. Thanks Ryan and BOSS.. The whole staff at BOSS is very professional and personable. It is a pleasure to do business with them."
"Our advisor, Ed, was excellent at explaining and offering choices for our retirement plan. He made the process of switching from our previous advisers very easy. I have much more confidence that I will have financial security in my upcoming retirement than I did previously."
"Brian Ward has been a joy to work with. His knowledge, responsiveness and follow up have been incredible. I would recommend Brian and BOSS unconditionally and without hesitation. We’ve really enjoyed our retirement knowing that our investment portfolio is in good hands. Thank You BOSS!"
"BOSS has given us confidence in our retirement. They have assisted us in making good decisions and put us on a path to a comfortable and exciting retirement. We highly recommend their services."
"BOSS has always been a class organization. From day 1, we have felt extremely comfortable with their approach and handling of our retirement needs. They have always been quick to respond and truly care about your questions. By far, they have been the best retirement management group we have dealt with and we have never given a second thought to changing. We plan on having then help us throughout our retirement years. Thanks BOSS Retirement for being the best!"
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