Todd Boze, Financial Advisor located in Longview, WA

Financial Advisor
Todd P Boze

CFP®, AAMS®
950 12th Ave Suite 150, Longview, WA 98632opens in a new window
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Focus Areas

  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Employee Stock Options
  • Wealth Strategies
  • Military Professionals & Veterans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Volunteering
  • Traveling
  • Personal Fitness
  • Car Restoration
  • Spending Time with Family

Team Members

  • Kristi Beyer
    Sr. Branch Office Administrator
    MBA, FPQP®
  • Morgan Davis
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(360) 762-6011

Fax

(844) 877-5772

Office Address

950 12th Ave Suite 150
Longview, WA 98632opens in a new window

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