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Brokerage

Using our full service broker/dealer, BOSC, Inc., ensures you'll receive priority service. Financial Advisors deliver expert, objective guidance and have access to products and services designed to meet your most discriminating needs. Our Financial Advisors are among the most experienced and knowledgeable in the industry and average more than fifteen years of investment experience.

BOSC offers a full range of taxable and tax-free investments:

  • Tax-Exempt Municipal Bonds
  • U.S. Government Securities
  • Equity Investments
  • Mutual Funds
  • Tax-Deferred Annuities
  • Self-Directed IRAs
  • Asset Allocation Programs
  • Separately Managed Accounts (SMAs)
  • Fee Based Brokerage Accounts
  • Sophisticated Hedging Strategies

Risk, Affiliation, Offering Entity Disclosure


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