Insights

Targeted Client Base Bosworth Financial Services specializes in personalized fee-only financial planning and investment advisory for clients seeking trustworthy guidance, indicating an opportunity to offer specialized financial technology solutions or educational platforms that enhance client engagement and service differentiation.

Growth Potential With a revenue range of 1 to 10 million and a small team of 2-10 employees, there is significant scope for expanding operational efficiency through innovative CRM, automation, or data analytics tools tailored for boutique financial advisory firms.

Technology Stack Utilizing cloud-based services like Cloudflare and Google Analytics suggests an openness to integrating advanced digital tools; this presents opportunities to introduce cybersecurity solutions, client portal enhancements, or analytics platforms for better client insights.

Market Positioning Direct competitors are large, well-established firms, but Bosworth's personalized approach offers a niche for premium, customized financial planning solutions that can be amplified using targeted marketing and client relationship management systems.

Business Development The firm's focus on improving financial literacy and decision-making provides an opening to introduce educational webinars, financial literacy apps, or digital resources that can elevate client trust and attract high-net-worth individuals seeking committed advisory relationships.

Bosworth Financial Services Tech Stack

Bosworth Financial Services uses 8 technology products and services including Cloudflare, Google Fonts API, Mustache, and more. Explore Bosworth Financial Services's tech stack below.

  • Cloudflare
    Content Management System
  • Google Fonts API
    Font Scripts
  • Mustache
    Javascript Frameworks
  • Hammer.js
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Video.js
    Javascript Libraries
  • Google Analytics
    Web Analytics
  • Apache HTTP Server
    Web Servers

Media & News

Bosworth Financial Services's Email Address Formats

Bosworth Financial Services uses at least 1 format(s):
Bosworth Financial Services Email FormatsExamplePercentage
FL@bosworthfinancial.comJD@bosworthfinancial.com
50%
FL@bosworthfinancial.comJD@bosworthfinancial.com
50%

Frequently Asked Questions

Where is Bosworth Financial Services's headquarters located?

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Bosworth Financial Services's main headquarters is located at 194 River Road Wallkill, New York 12589 United States. The company has employees across 1 continents, including North America.

What is Bosworth Financial Services's phone number?

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You can contact Bosworth Financial Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bosworth Financial Services's official website and social media links?

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Bosworth Financial Services's official website is bosworthfinancial.com and has social profiles on LinkedIn.

What is Bosworth Financial Services's NAICS code?

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Bosworth Financial Services's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Bosworth Financial Services have currently?

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As of February 2026, Bosworth Financial Services has approximately 2 employees across 1 continents, including North America. Key team members include President: R. B.Member: A. S.. Explore Bosworth Financial Services's employee directory with LeadIQ.

What industry does Bosworth Financial Services belong to?

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Bosworth Financial Services operates in the Investment Management industry.

What technology does Bosworth Financial Services use?

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Bosworth Financial Services's tech stack includes CloudflareGoogle Fonts APIMustacheHammer.jsjQueryVideo.jsGoogle AnalyticsApache HTTP Server.

What is Bosworth Financial Services's email format?

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Bosworth Financial Services's email format typically follows the pattern of FL@bosworthfinancial.com. Find more Bosworth Financial Services email formats with LeadIQ.

When was Bosworth Financial Services founded?

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Bosworth Financial Services was founded in 2003.

Bosworth Financial Services

Investment ManagementNew York, United States2-10 Employees

We provide comprehensive fee-only financial planning and investment advisory services. 

Our personalized programs help you map out and implement intelligent action plans for achieving clear financial objectives that support important life goals. 

If you are looking for trustworthy, professional expertise to help you successfully navigate your financial future, consider our programs and the benefits they provide. 

Big Picture Perspective: You get answers to questions you always had and insights on matters never considered. The end result is a clear map showing you how to get from where you are now to where you want to be. 

Avoiding Major Mistakes: Smart people are fully capable of committing serious financial mistakes, errors of judgment that seriously harm themselves and their families. Ongoing access to prudent counsel enables you to avoid these potentially devastating financial mishaps.

Financial Health: Better decisions improve your overall financial well-being. Some examples:  minimizing interest payments; obtaining necessary insurance coverage; more fully leveraging company benefits; investing more regularly and appropriately.

Goal Attainment: You take the best steps for accumulating the funds required to achieve your key goals. Disciplined implementation of a sensible plan is always the surest means of success. 

Improved Financial IQ:

We emphasize client education, explaining financial complexities in meaningful and easy to understand terms. Empowered by knowing what you need to know, financial anxieties lessen and your active involvement in the planning process increases as appropriate. 

Confidence & Peace of Mind: Having established a sound plan supported by clear actions steps and developed a close relationship with a trusted professional, confidence and peace of mind grow. And they should; for you have taken responsibility for your financial future, setting in motion steps that lead towards the realization of your key goals

Section iconCompany Overview

Headquarters
194 River Road Wallkill, New York 12589 United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2003
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Bosworth Financial Services's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Bosworth Financial Services's revenue is estimated to be in the range of $1M$10M

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