Customer ReviewsforB.O.S.S. Retirement Solutions LLC

Just met with my advisor at BOSS for my annual review. He provided detailed information for the performance of all my accounts. I asked if I needed to make any changes--which would have provided them with additional commissions--but he said no need to make any changes. I feel they have my best interests in mind. Highly recommend.

My experience with BOSS has been very positive. The advisor I met with was very patient, seemed to be knowledgable, and we had several conversations about different aspects of retirement and our personal situation. I felt they were very candid with me and there was never any pressure to do anything, and I ultimately have hired them to help me.

I am new to BOSS. I allocated over $250k from two separate accounts. The websites they provided at ******* ****** and at BOSSRETIREMENTS does not show most of it. I asked multiple times where my money is located. Keep getting the run-around.I wish I had never heard of BOSS.

My husband and I went to a presentation last night. ***************************** was the presenter. He was not professional. He discussed politics within the presentation and the facts he shared in relation to certain politicians were incorrect. He also slandered Fidelity and discussed how they timed his bathroom breaks when he apparently worked for them. If you are confident in being a financial advisor theres no need for this kind of speech. Basically, theres not a lot of substance to what they share. Theres a lot of shiny brochures with limited information. They basically want to **** people in with manipulation, information that is not factual and scaremongering. Do your homework and stay away from this company. We did our research after the presentation and glad we decided not to have a consultation with them.

I saw BOSSs infomercial and decided to check it out. At my second meeting with BOSS, I was told that their services cost about the same as Im paying at Fidelity. So I agreed to transfer my accounts. The next morning I checked with Fidelity and found that this is not correct. I asked BOSS to hold the transfer so that I could learn more. I needed to know if they were worth the extra cost. After four meetings with BOSS and a couple of calls with Fidelity, I wasnt convinced that they could do much more than I could do with Fidelity. They both talked about using a charitable fund for my RMD distributions, to mitigate taxes. Also both companies utilize **** conversions. But beyond that, BOSS wouldnt tell me anything more. Their argument is: just trust us, we dont want to tell you our secrets that you can ask Fidelity to provide.Bottom line: I couldnt get enough information to make an informed decision to go with BOSS. Im okay with that. But thats when things got ugly. My BOSS agent got very angry and verbally abusive. I dont know if its just this guy, or their policy to go with intimidation if they cant win with logic. This agent has been with BOSS for quite awhile so I suspect the latter. This was very upsetting, but I have dealt with bullies before. This kind of tactic reminded me of a couple of time share presentations that I attended in the 90s, where there is a lot of pressure, and anger to buy now. I was definitely not prepared for that from a financial advisor. My concern is for others who might not be able to easily defend themselves, then end up buying something they dont want or need. If you are planning to check out BOSS and end up buying and appreciating their services, that would be great! But Id recommend pushing for Zoom meetings where you can easily hang up if things go south.