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Bosworth Financial Services, LLC

Headquartered in WALLKILL, NY

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Firm Information

Bosworth Financial Services, LLC is an investment advisory firm registered with the SEC. They provide financial planning and portfolio management services to high-net-worth individuals, trusts, and other individuals. The firm manages approximately $12.6 million in assets for 32 clients.

Bosworth Financial Services, LLC

$12.61M

Assets Under Management

1

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BOSWORTH FINANCIAL SERVICES, LLC has a total of 1 branch locations across the country.
location

WALLKILL, NY

Advisors at Bosworth Financial Services, LLC

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Unclaimed
Russell Paul Bosworth

CFP®, RA

WALLKILL, NY

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Disclosures

There are no public disclosures for Bosworth Financial Services, LLC.

Frequently Asked Questions (4)

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