Boundless Financial Solutions LLC
10/24/2022
Financial Advisors, along with their Virtual Family Office team members, can provide services that CPA clients need but are not receiving. Likewise, CPAs can use their existing client relationship and trust to provide a platform for executing solutions efficiently and holistically.
Watch our video about our Virtual Family Office and sign up for a consultation here: https://bfs-vfo.oureliteexperience.com/PRVF0001
https://www.bfsplatinum.com
10/10/2022
Join us for our upcoming event:
Free Educational Seminars! on Wednesday, October 5th at 4:30 pm EDT at Berlin Community Center
Learn more and RSVP here: https://bfs-vfo.oureliteexperience.com/UMFT0001
10/06/2022
There has never been a better time to be plugged into our Virtual Family Office. With the proper guidance and support, you can receive proactive and holistic advice from best-in-breed professionals working in collaboration to achieve your personal and professional goals.
Check out our educational video about our VFO at https://bfs-vfo.oureliteexperience.com/PRVF0001
https://www.bfsplatinum.com
Click here to claim your Sponsored Listing.
Category
Contact the business
Telephone
Address
135 Day Street #1C
Newington, CT
06111
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |