OUR TEAM

Ed Bosse  Associate and Financial Advisor, Cleveland

BUSINESS PHILOSOPHY

My goal is to provide families, Individuals and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

SERVICES

  • Retirement Strategies
  • Wealth Accumulation Strategies
  • Estate Conservation Strategies
  • Education Funding
  • Risk Management
  • Pension Payout Analysis
  • Pension Transfers and Rollovers
  • Mutual Funds
  • Stocks/Bond
  • SMAs - Separately Managed Accounts
  • Wealth Management Platforms

QUALIFICATIONS

  • Obtained Certified Financial Planner™ certification in 1990
  • Registered to offer securities in Ohio, Maryland, Illinois, Hawaii, Georgia, Florida, California, and Alabama
  • Licensed to sell Life & Health Insurance in Ohio
  • MetLife PlanSmart program presenter (formerly MetLife)
  • MetLife Transitions Solutions specialist(formerly MetLife)

PERSONAL

  • Lifetime Northeast Ohio resident
  • Education: Graduate Kent State University
  • Main hobby is Puttering – around the house, the garden, the office, the internet, the bookstore 

Check the background of this investment professional on FINRA's BrokerCheck.

Group Assignment(s):

  • Associates
Ed Bosse, Associate and Financial Advisor, Cleveland

Contact

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(440) 746-8726 phone

Contact Us Today!