Bosch Private Wealth

Bosch Private Wealth Experienced Private Wealth Firm certified for fiduciary excellence (AIF, AIFA, CEFEX) IFP and Bosch Financial are not affiliated.

Bosch Financial, part of Independent Financial Partners, an independent SEC Registered Investment Advisor, is a team of knowledgeable investment professionals who have decades of experience in assisting our clients implement prudent strategies based on each individual's circumstances. In addition to providing management of your individual investment accounts, we can also advise on your employer sp

onsored plan [401(k), 403(b)] while your account stays within your employer sponsored retirement plan. Through our Client Vault, each client has access to their own individual, password protected and encrypted website to monitor their assets in one location. To learn more about our firm, please watch this introductory video
https://boschfinancial.com/about-us/

To learn more about Bosch Financial's Client Vault, please watch this short video https://boschfinancial.com/client-vault/

Securities offered through IFP Securities, LLC, DBA Independent Financial Partners (IFP), member FINRA/SIPC. (www.finra.org / www.sipc.org) Investment advice offered through IFP Advisors, LLC, DBA Independent Financial Partners (IFP), a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of IFP and have not been reviewed by IFP as to accuracy or completeness. For a list of the states in which I am/we are registered to do business, please visit www.BoschFinancial.com

08/06/2025
Ed enjoyed reminiscing with one of his favorite players, Corey Dillon, before Dillon was honored with induction into the...
10/17/2024

Ed enjoyed reminiscing with one of his favorite players, Corey Dillon, before Dillon was honored with induction into the Bengals' Ring of Honor. Congratulations, Corey! Fun fact: Ed is sporting Dillon's 1997 Rookie Year jersey (vintage!). And if you'd like to know Dillon's stats - just ask Ed!

Know someone that would like an introduction to retirement planning in a classroom setting? We have a few spots left fo...
09/08/2023

Know someone that would like an introduction to retirement planning in a classroom setting? We have a few spots left for Ed's upcoming classes!
https://rpt.rsvp.courses/TQ7DPQ~0-0-E

Address

541 Buttermilk Pike, Suite 305
Crescent Springs, KY
41017

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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