@boschfinancial.com
CEFEX, the Centre for Fiduciary Excellence, LLC, an fi360 company, has certified Bosch Financial and IFP Plan Management of Florence, KY to the standard des .
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Description
Bosch Financial is a top wealth management brand that takes pride in being named one of the Top 50 Wealth Managers by Forbes. As part of Independent Financial Partners, an Independent SEC Registered Investment Advisor, they have a team of over 400 advisors who provide knowledgeable, experienced, and objective advice to their clients. With over $2.
7 billion in assets under management and $26. 7 billion served in a consulting capacity for retirement plans, they are committed to helping individuals, 401-(k) / 403-(b) plan participants, and employers achieve their financial goals. Bosch Financial's personalized approach starts with creating a personalized financial plan based on your individual needs and goals.
They assist in determining your asset allocation and provide ongoing advice and management of your account while monitoring your progress. As advisor representatives with an SEC Registered Investment Adviser, they work on a fee basis and have a fiduciary responsibility to provide you with sound advice and management. Whether you prefer to be actively involved in your investment process or leave it to their expert staff, Bosch Financial is dedicated to serving you with the highest global fiduciary standards
Company Type
Privately Held
Company Size
2-10
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