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BOSS Financial Strategies
Boss Financial Strategies is an independent financial planning and wealth management firm. As a fiduciary firm, it provides values-based financial planning...
Overview
Boss Financial Strategies is an independent financial planning and wealth management firm. As a fiduciary firm, it provides values-based financial planning for individuals, families, and business owners. The firm specializes in developing comprehensive, goal-oriented financial plans and acts in clients' best interest with transparency.
General information
Firm type
RIA
Year founded
2013
Location
Region
North America
Country
United States
City
Plano
Corporate office
Plano, TX, United States
Principals
Patricia B. Miller
Founder and Managing Director
Sector focus
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