Jeremy Bosch, Cfp®

Jeremy Bosch, Cfp® Email and Phone Number

President and CERTIFIED FINANCIAL PLANNER™ @ Wealth Logic, Inc.
Minneapolis, MN, US
Jeremy Bosch, Cfp®'s Location
Minneapolis, Minnesota, United States, United States
About Jeremy Bosch, Cfp®

Phone: 612-492-9383 | Email: jbosch@financialguide.com | Text: 952-234-7346Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.I offer total financial needs analysis through a network of experienced professionals with expertise in:• Investment Solutions• Retirement analysis and programs• Estate strategies• Employee benefits and retention services • Business continuation strategies • Trust servicesJeremy Bosch is a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 100 South Fifth Street, Suite 2300, Minneapolis, MN 55402 (612) 333-1413.

Jeremy Bosch, Cfp®'s Current Company Details
Wealth Logic, Inc.

Wealth Logic, Inc.

View
President and CERTIFIED FINANCIAL PLANNER™
Minneapolis, MN, US
Employees:
4
Jeremy Bosch, Cfp® Work Experience Details
  • Wealth Logic, Inc.
    President And Certified Financial Planner™
    Wealth Logic, Inc.
    Minneapolis, Mn, Us
  • Wealth Logic, Inc.
    President & Certified Financial Planner™
    Wealth Logic, Inc. Jan 2019 - Present
    Plymouth, Minnesota
    Oversee a thriving financial planning practice. Building and maintaining client relationships while accelerating the achievement of financial goals.
  • Massmutual Central U.S.
    Financial Planner
    Massmutual Central U.S. Aug 2014 - Present
    Greater Minneapolis-St. Paul Area
    Experienced financial representative, creating exceptional results. Acquiring new skills, knowledge and strategies to assist clients.
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Dec 2009 - Aug 2014
    100 lives club, consistent production through skilled prospecting and client acquisition.

Jeremy Bosch, Cfp® Education Details

Frequently Asked Questions about Jeremy Bosch, Cfp®

What company does Jeremy Bosch, Cfp® work for?

Jeremy Bosch, Cfp® works for Wealth Logic, Inc.

What is Jeremy Bosch, Cfp®'s role at the current company?

Jeremy Bosch, Cfp®'s current role is President and CERTIFIED FINANCIAL PLANNER™.

What schools did Jeremy Bosch, Cfp® attend?

Jeremy Bosch, Cfp® attended University Of Minnesota Morris.

Who are Jeremy Bosch, Cfp®'s colleagues?

Jeremy Bosch, Cfp®'s colleagues are Zoe Zila, Sidney Mcclellan.

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