Financial Investments

BOS Financial Services combines the proven track record of investment products from LPL Financial, with our experienced in-house management professionals. By leveraging current research, we can give you expert advice on building an impressive investment portfolio.

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Keep Your Investments Current and Customized


We view our role with your wealth assets as that of a diligent steward, not simply as a financial consultant. You will receive unbiased, current advice. There is no financial incentive for BOS Financial Services to elect one investment over another.

Some investors prefer an active role in managing their wealth assets, while others opt to turn over matters entirely to our staff. We accommodate both profiles. Experience, resources, and the creation of customized financial strategies, are all found within the BOS Financial Services team.

We Provide Research and Recommendations


The words dynamic and performance-driven should characterize your portfolio. We help make that happen by:

  • Analyzing your existing portfolio to understand your investment goals.
  • Recommending modifications to your portfolio as needed.
  • Drawing upon equity and fixed-income products, along with investments such as hedge funds, real estate, commodities, and private equity funds to pursue your investment goals.
  • Examining your asset allocation.
  • Utilizing resources from one of the most respected names in the investment management industry — LPL Financial, member FINRA and SIPC.
  • Monitoring your portfolio performance to recommend modifications as needed.

Access Numerous Products and Plans


A full range of equity and fixed-income products are available:

  • Equities
  • Exchange-Listed Stocks
  • Over-the-Counter Stocks
  • Preferred Stocks
  • Fixed Income Securities
  • Corporate Bonds
  • Municipal Bonds
  • U.S. Treasury and Government Securities
  • Convertible Bonds
  • Mortgage-Backed Securities
  • Mutual Funds
  • International Investments
  • Insurance and Annuities
  • Options
  • Unit Investment Trusts
  • Alternative Investments
  • Asset Management
  • Cash Management
  • 401(k) Plans

This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

This Web site is for marketing purposes and is not designed as a substitute for full account disclosure of any product described in this Web site. Please contact BOS for more information.

Member FINRA and SIPC

Not FDIC InsuredNo Bank GuaranteeMay Lose Value.
Not a Deposit.Not Insured by any Federal Government Agency

Enhance Your Financial Future


We’re ready to help you launch a well-thought-out financial plan or reassess your current position. Contact BOS Financial Services at 217-529-5555.