BOSS Retirement Advisors
Finance · 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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3
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.
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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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BOSS Retirement Advisors News & Media
B.O.S.S. Retirement Solutions Wins Best of State Awards for Retirement Planning and Investment Advisory Services
LEHI, Utah, April 14, 2020 /PRNewswire/ -- B.O.S.S. Retirement Solutions is pleased to announce that the company has been chosen as a Utah Best of State winner in Retirement Planning for the second year in a row. They were also awarded Best of State for Investment Advisory Services over...B.O.S.S. Retirement Solutions Appears on the Inc. 5000 list for the 4th Consecutive Year as One of America's Fastest-Growing Private Companies
LEHI, Utah, Aug. 14, 2019 /PRNewswire/ -- For the fourth year in a row, B.O.S.S. Retirement Solutions has earned a place on the most prestigious ranking list of the fastest-growing private companies. The company has experienced 269% growth over the past three years and an incredible 473%...B.O.S.S. Retirement Solutions Wins Best of State Award for Retirement Planning
LEHI, Utah, April 16, 2019 /PRNewswire/ -- B.O.S.S. Retirement Solutions is pleased to announce the company has been chosen as a Utah Best of State winner in Retirement Planning over hundreds of other applying and contending businesses. "We're excited to be awarded the Best of State award ...
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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
