BOSS Retirement Advisors
Highly Engaged Employees
Highly Engaged EmployeesFinance · Utah, United States · 11-50 Employees
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Overview
Headquarters
3400 N Ashton Blvd Ste 190, Lehi, Utah, ...Phone Number
(801) 990-5055Website
www.bossretirement.comRevenue
$8.7 MillionIndustry
ZI Rank: 3
Signal Type
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ZI Rank
3
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About BOSS Retirement Advisors
B.O.S.S. Retirement Solutions specializes in expert retirement planning services across Utah, Idaho, and Washington, focusing on maximizing income, minimizing taxes, and building secure futures through personalized strategies. Their offerings include the B.O.S.S. Retirement Blueprint, tax minimization strategies, and social security maximization guidance, all designed to help clients navigate their retirement effectively. The company prides itself on a community-driven approach, ensuring that clients feel secure and confident at every stage of retirement. With a commitment to comprehensive and personalized financial planning, B.O.S.S. aims to help families create strategies that reflect their unique goals and values.Explore more
BOSS Retirement Advisors Org Chart
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Company Profile Activity
Activity Insights
BOSS Retirement Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
BOSS Retirement Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about BOSS Retirement Advisors.
BOSS Retirement Advisors financials insights
Gather financial insights about BOSS Retirement Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
2021
Debt
$595K
BOSS Retirement Advisors Tech Stack
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Most Recent Scoops
New Hire
Executive Move
BOSS Retirement Advisors has announced that Landry Leach has joined the organization as Chief Revenue Officer.
Facilities Relocation / Expansion
BOSS Retirement Advisors is planning to move its offices in May 2023. The move will impact approximately 7 employees at their existing office located at 2825 E Cottonwood Pkwy, Suite #380, Salt Lake City, UT.
Mergers & Acquisitions (M&A)
Funding
BOSS Retirement Advisors has received an SBA PPP loan in the amount of $595,032 from Zions Bank resulting in the retention of 34 jobs.
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Frequently Asked Questions Regarding BOSS Retirement Advisors
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B.O.S.S. Retirement Solutions specializes in expert retirement planning services across Utah, Idaho, and Washington, focusing on maximizing income, minimizing taxes, and building secure futures through personalized strategies. Their offerings include the B.O.S.S. Retirement Blueprint, tax minimization strategies, and social security maximization gu... Read More
