BOSWORTH FINANCIAL, LLC
ORLANDO, FLORIDA

BOSWORTH FINANCIAL, LLC, ORLANDO

We are a Registered Investment Adviser providing comprehensive fee-only financial planning and investment advisory services. Our personalized programs help you map out and implement intelligent action plans for achieving clear financial objectives that support important life goals. If you are looking for trustworthy, professional expertise to help you successfully navigate your financial future, carefully consider our programs, the benefits they provide, and the special advantages of working with us. Russell P Bosworth, CFP® Russell is the founder of Bosworth Financial Services . He has more than 30 years of financial services experience, proven planning, investing and consulting expertise and a broad range of skills that can help improve your financial future.  Russell is a CFP® and Investment Advisor Representative with a substantial track record of crafting action-oriented plans that enable clients to take clear steps towards a more positive financial future.  Moreover, these plans go far beyond ‘the numbers’ by helping clients identify and address the key qualitative and life-style goals to which they aspire. Russell has real understanding of all major asset classes--equities, fixed income, real estate, commodities--and long experience in selecting the specific investments that best meet your needs.  His approach does not rely on short-term market timing efforts, but on application of long-term investment principles to a custom-tailored allocation strategy reflecting your risk tolerance, cash flow needs and long-term goals. Prior to becoming an investment professional, he held senior management positions at Merrill Lynch and MetLife; and was president of a small consulting firm servicing major financial firms. Russell holds an MBA in Marketing from the Wharton School, an MA in Psychology from the New School, and a BA in Mathematical Economics from Brown University. He is a longtime member of the School of Practical Philosophy and sits on its Board.  ​Whether your primary concern is building assets for the future, establishing a sound retirement income stream, saving for college education, re-positioning your investment portfolio, or determining how to best support your favorite charities, our expertise can help. Your interests come first; your success is our success. As fee-only planners we do not accept any compensation based on the products we recommend. We have seen bear and bull markets, short-lived investment fads and important product innovations. The lesson learned: always be alert to emerging trends while remaining faithful to time honored principles. Bosworth Financial Services, LLC ("Bosworth Financial Services") is a registered investment adviser offering advisory services in the State of New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Bosworth Financial Services in the rendering of personalized investment advice for compensation shall not be made without our first complying with AIl written content on this site is for information purposes only. Opinions expressed herein are solely those of Bosworth Financial Services, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, ©2016 Bosworth Financial Services, LLC. All rights reserved. Bosworth Financial Services, LLC ("Bosworth Financial Services") is a registered investment adviser offering advisory services in the State of New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Bosworth Financial Services in the rendering of personalized investment advice for compensation shall not be made without our first complying with AIl written content on this site is for information purposes only. Opinions expressed herein are solely those of Bosworth Financial Services, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, ©2016 Bosworth Financial Services, LLC. All rights reserved.

KEY FACTS ABOUT BOSWORTH FINANCIAL, LLC

Company name
BOSWORTH FINANCIAL, LLC
Status
Active
Filed Number
L15000165513
FEI Number
47-5205850
Date of Incorporation
September 28, 2015
Age - 9 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://bosworthfinancial.com
Phones
(212) 996-3206

BOSWORTH FINANCIAL, LLC NEAR ME

Principal Address
2914 Overlake Ave.,
ORLANDO,
FL,
32806,
US

See Also

Officers and Directors

The BOSWORTH FINANCIAL, LLC managed by the one person from ORLANDO on following positions: Manager

Charles A Bosworth

Position
Manager Active
From
ORLANDO, 32806





Registered Agent is Charles A Bosworth

From
ORLANDO, 32806

Events

March 1, 2018
REINSTATEMENT
September 22, 2017
ADMIN DISSOLUTION FOR ANNUAL REPORT
October 16, 2016
REINSTATEMENT
September 23, 2016
ADMIN DISSOLUTION FOR ANNUAL REPORT

Annual Reports

2024
March 25, 2024
2023
March 2, 2023