Edmund Bosse

Credentials:
  • CFP®

Focus: Insurance Strategies, Investment Strategies, Business Owners

Languages: English

BUSINESS PHILOSOPHY

My goal is to provide families, Individuals and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

SERVICES

  • Retirement Strategies
  • Wealth Accumulation Strategies
  • Estate Conservation Strategies
  • Education Funding
  • Risk Management
  • Pension Payout Analysis
  • Pension Transfers and Rollovers
  • Mutual Funds
  • Stocks/Bonds
  • SMAs - Separately Managed Accounts
  • Wealth Management Platforms

 
QUALIFICATIONS

  • Obtained Certified Financial Planner™ certification in 1990
  • Registered to offer securities in Ohio, New York, Maryland, Illinois, Hawaii, Georgia, Florida, California, and Alabama
  • Licensed to sell Life & Health Insurance in Ohio & Florida
  • MetLife PlanSmart program presenter
  • Transitions Solutions specialist
  •  

PERSONAL

  • Lifetime Northeast Ohio resident
  • Education: Graduate Kent State University
  • Main hobby is Puttering – around the house, the garden, the office, the internet, the bookstore

 

See Edmund’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Edmund

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Skylight Financial Group

Main Office

2012 West 25th Street Suite 900
Cleveland, OH 44113-1454

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