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Peter Bos Email & Phone Number
Financial Advisor
at
Eastown Financial Services Inc.
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
Grand Rapids, Michigan, United States
Who is Peter Bos? Overview
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Quick answer
Peter Bos is listed as Financial Advisor at Eastown Financial Services Inc., based in Grand Rapids, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Peter Bos.
Peter Bos previously worked as Commercial Landscape and Construction at Katerberg Verhage Inc. and Financial Advising & Tax Intern at Eastown Financial Services Inc.. Peter Bos holds Bachelor Of Science - Bs, Financial Planning And Services, Third-Year from Calvin University.
Company email context
Email format at Eastown Financial Services Inc.
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Eastown Financial Services Inc.
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Profile bio
About Peter Bos
I am currently pursuing my studies in Financial Planning with a minor in Accounting at Calvin University, I am on the lookout for new opportunities, diverse perspectives, and insights within the business and Financial Planning. As I work towards a fulfilling career, I am excited about connecting with professionals not only for business collaborations but also to build meaningful personal relationships. Feel free to reach out—I am excited about the opportunity to connect and engage!
Current workplace
Peter Bos's current company
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5 roles
Peter Bos work experience
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Commercial Landscape And Construction
May 2021 - Sep 2024
Financial Advising & Tax Intern
I assisted with client meeting preparation, income tax preparation, research of mutual funds and ETFs, strategic organization, communication with clients, and managed small business payroll. I'm skilled in Morningstar, Schwab Advisor Center, Drake Tax, Mircosoft Office Suite, and Intuit Quickbooks.
Oct 2023 - May 2024
Office Assistant
- Organized tax information to be completed by our tax professionals- Entrusted with sensitive client information for over 500 clients- Used effective communication practices with clients over the phone and in-person- Established efficient filling systems for client information
Jan 2022 - Apr 2023
Project Manager
Headed up a project to return sensitive tax documents to clients after the office closed due to COVID-19
May 2020 - Aug 2020
3 education records
Peter Bos education
Bachelor Of Science - Bs, Financial Planning And Services, Third-Year
Minor, Accounting
High School Diploma
FAQ
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What company does Peter Bos work for?
Peter Bos works for Eastown Financial Services Inc..
What is Peter Bos's role at Eastown Financial Services Inc.?
Peter Bos is listed as Financial Advisor at Eastown Financial Services Inc..
Where is Peter Bos based?
Peter Bos is based in Grand Rapids, Michigan, United States while working with Eastown Financial Services Inc..
What companies has Peter Bos worked for?
Peter Bos has worked for Eastown Financial Services Inc. and Katerberg Verhage Inc..
How can I contact Peter Bos?
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What schools did Peter Bos attend?
Peter Bos holds Bachelor Of Science - Bs, Financial Planning And Services, Third-Year from Calvin University.
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