Bosch Financial

  • Investment Bank/Securities Brokerage
  • Florence KY
  • 3 employees
  • Investment Management
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Company Overview

Headquarters
7620 Dixie Highway, Florence KY
Website
boschfinancial.com
Employees
3
Industry
Investment Bank/Securities Brokerage
SIC Code
6722 - Management Investment Offices, Open-end
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Financials & Stats

Revenue

$3B

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Who is Bosch Financial

Bosch Financial is a financial services firm headquartered in Florence, Kentucky. As a relatively small company with four employees, Bosch Financial leverages its partnership with Independent Financial Partners, a Securities and Exchange Commission (SEC) registered investment advisor, to provide comprehensive financial services to its clientele. Bosch Financial's primary service offering is investment management, catering to individuals and possibly institutions seeking personalized financial guidance. The firm distinguishes itself by employing a team of dedicated advisors who prioritize knowledgeable, experienced, and unbiased advice tailored to each client's unique needs. Operating on a fee basis, Bosch Financial adheres to a fiduciary responsibility, ensuring they prioritize their clients' financial well-being above all else. To further demonstrate their commitment to client education and transparency, Bosch Financial provides an introductory video on their website. For more information about Bosch Financial and its services, potential clients can visit www.boschfinancial.com. Securities are offered through LPL Financial, a member of FINRA/SIPC. Investment advice is provided through Independent Financial Partners (IFP), a registered investment advisor and separate entity from LPL Financial.

Company Leadership

Donna Helfst

Internal Partner

Phone Email

Bosch Financial Industry Tags

Retirement Planning
Investment Management
401-(k) Advisory Services
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FAQ

What is the location of Bosch Financial's headquarters?
The headquarters of Bosch Financial are situated at 7620 Dixie Highway, Florence KY
What is Bosch Financial's official website?
The official website of Bosch Financial can be found at boschfinancial.com.
What is Bosch Financial's current revenue?
As of November 2019, Bosch Financial's annual revenue reached $3B.
How many employees does Bosch Financial currently have?
Bosch Financial employs approximately 3+ people as of November 2019
Which industries is Bosch Financial primarily operating in?
Bosch Financial operates in the following industries: Investment Management
Who is the Internal Partner of Bosch Financial?
Bosch Financial's Internal Partner is Donna Helfst
What are Bosch Financial's industry tags?
Bosch Financial's industry tags include: Retirement Planning, Investment Management, 401-(k) Advisory Services

Employee Directory

Key Employees

Emily LaManche

Client Services Representative

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