Ed Griffin

Ed Griffin Email and Phone Number

Investment Advisor Representative @ B.O.S.S. Retirement Solutions @ B.O.S.S. Retirement Solutions
lehi, utah, united states
Ed Griffin's Location
Salt Lake City Metropolitan Area, United States
Ed Griffin's Contact Details

Ed Griffin personal email

n/a
About Ed Griffin

With a focus on retirement planning and investments, my career spans over three decades dedicated to guiding families toward financial security. At B.O.S.S. Retirement Solutions, the mission is clear: to ensure a smooth transition into retirement for our clients. This involves meticulous social security analysis and the creation of robust plans for individuals on the brink of their golden years. The fulfillment comes from the personal connections made and the life stories shared, which are as integral to my work as the financial strategies developed.The team at B.O.S.S. Retirement Solutions and I thrive on empowering clients to make informed decisions about their futures. Our collaborative approach has crafted tailored solutions that resonate with the unique needs of each retiree. This personal touch, combined with a deep comprehension of retirement intricacies, sets the foundation for ongoing success and client satisfaction. It is this commitment to personalized service and financial acumen that continues to drive our collective efforts in securing our clients' retirements.

Ed Griffin's Current Company Details
B.O.S.S. Retirement Solutions

B.O.S.S. Retirement Solutions

View
Investment Advisor Representative @ B.O.S.S. Retirement Solutions
lehi, utah, united states
Employees:
28
Ed Griffin Work Experience Details
  • B.O.S.S. Retirement Solutions
    Investment Advisor Representative
    B.O.S.S. Retirement Solutions Apr 2016 - Present
    Lehi, Utah
    In my role as Retirement Specialist at B.O.S.S. Retirement Services my goal is to get individuals to and through retirement. We specialize in social security analysis as well putting together a plan for retirees and soon to be retirees. What I enjoy most is connecting with people and hearing their stories and ambitions.
  • Ed Griffin Wealth Management
    President
    Ed Griffin Wealth Management Apr 2008 - Apr 2016
    Sandy, Utah
    Managed my own independent wealth management firm. Work with a select group of clients on investment services, insurance, estate planning and tax planning.
  • Bank Of Utah Investment Center
    Financial Consultant
    Bank Of Utah Investment Center Oct 2011 - May 2015
    I helped individuals, families and businesses with all aspects of their financial lives. Some of the things I specialized in include, wealth management, insurance, estate planning, retirement planning and tax planning.Investment adviser representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
  • Cyprus Financial
    Financial Consultant
    Cyprus Financial Sep 2001 - Apr 2008
    Riverton, Utah
    Worked with Cyprus Credit Union as a Financial Consultant. Managed clients investments, insurance, estate planning and other key financial considerations.

Ed Griffin Skills

Investments Retirement Planning Retirement Estate Planning Investment Advisory Asset Allocation Securities Financial Advisory Financial Planning Mutual Funds Series 7 Strategic Financial Planning Investment Strategies Wealth Management Fixed Annuities Series 63 Finance Financial Services Insurance Portfolio Management

Ed Griffin Education Details

Frequently Asked Questions about Ed Griffin

What company does Ed Griffin work for?

Ed Griffin works for B.o.s.s. Retirement Solutions

What is Ed Griffin's role at the current company?

Ed Griffin's current role is Investment Advisor Representative @ B.O.S.S. Retirement Solutions.

What is Ed Griffin's email address?

Ed Griffin's email address is ed****@****ent.com

What schools did Ed Griffin attend?

Ed Griffin attended University Of Montana, Utah State University.

What skills is Ed Griffin known for?

Ed Griffin has skills like Investments, Retirement Planning, Retirement, Estate Planning, Investment Advisory, Asset Allocation, Securities, Financial Advisory, Financial Planning, Mutual Funds, Series 7, Strategic Financial Planning.

Who are Ed Griffin's colleagues?

Ed Griffin's colleagues are Tyler Huband, Curtis Packer, Jhony Lee, Ethan Shamanis, Angie Maynes, Sara K. Willy, Ryan Landvatter.

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