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    Edmund Bosse


    Check the background of this investment professional on FINRA's BrokerCheck

    About Edmund


    My goal is to provide families, Individuals and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.


    • Retirement Strategies
    • Wealth Accumulation Strategies
    • Estate Conservation Strategies
    • Education Funding
    • Risk Management
    • Pension Payout Analysis
    • Pension Transfers and Rollovers
    • Mutual Funds
    • Stocks/Bonds
    • SMAs - Separately Managed Accounts
    • Wealth Management Platforms


    • Obtained Certified Financial Planner™ certification in 1990
    • Registered to offer securities in Ohio, New York, Maryland, Illinois, Hawaii, Georgia, Florida, California, and Alabama
    • Licensed to sell Life & Health Insurance in Ohio & Florida
    • MetLife PlanSmart program presenter
    • Transitions Solutions specialist


    • Lifetime Northeast Ohio resident
    • Education: Graduate Kent State University
    • Main hobby is Puttering – around the house, the garden, the office, the internet, the bookstore


    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Edmund Bosse CFP® is a registered representative of and offers securities and investment advisory services through MSI Financial Services, Inc., Member SIPC, 5600 Blazer Parkway, Suite 100, Dublin, OH 43017, Tel: (614) 792-1463

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    Florida, Ohio

    I am licensed to sell Securities Products in the following jurisdictions:
    Ohio, New York, Maryland, Illinois, Hawaii, Georgia, Florida, California, Alabama

    Edmund Bosse CFP®, Broadview Heights, OH

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