Products & Services
We provide assistance in the following areas:
Investments
- At BoZza Financial Services we focus on each of our clients' specific investment needs. Whether you're just starting to secure your financial future, or you're already actively investing, we can guide you on the path to invest for your world...Today, tomorrow and beyond.
We do not sponsor any proprietary products, so there is no pressure to sell any specific product line. That leaves our Financial Planners free to choose what is in the best interest of our clients. Please view our Resource Center.
- Mutual Funds
- EFT
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- 401K
- 403 (b)
- Treasury Bills
- Government Securities
- Treasury Notes
- Fixed Annuity
- Variable Annuity
Financial Planning
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance