Jeremy Bossio
Jeremy is more than just an accomplished financial advisor—he's a multifaceted professional deeply invested in his community. With over 9 years of experience, Jeremy not only assists clients in navigating the complexities of the financial world but also plays an active role in supporting educational initiatives, ensuring access to essential financial resources. Additionally, Jeremy has served as vice chair and board member of various nonprofit organizations.
His dedication to his clients goes beyond mere financial planning. Jeremy is passionate about empowering individuals from all walks of life, whether they're young professionals embarking on their careers or retirees seeking to safeguard their savings. By collaborating closely with each client, Jeremy crafts personalized strategies that align with their unique financial objectives, ensuring they feel confident and empowered to make informed decisions about their future.
Business owners, in particular, benefit from Jeremy's specialized guidance. He understands the intricate financial challenges that come with entrepreneurship and provides tailored solutions to help business owners navigate these complexities successfully.
Jeremy's commitment to staying at the forefront of industry trends is unwavering. He actively seeks out opportunities to expand his knowledge through seminars and conferences, equipping himself with the latest insights and strategies to better serve his clients. With Jeremy as their financial advisor, clients can trust that they have a dedicated partner who is not only committed to their financial success but also deeply invested in their overall well-being.
Jeremy resides in Durham, CT, with his wife and two daughters, where he continues to positively impact both his professional and personal spheres.
Jeremy is a graduate of Western Connecticut University with a bachelor's degree in Business Management. Jeremy holds a Series 7, 6, 63, and 65 through LPL Financial. He is licensed in CT, FL TX, CA, MD, RI, NY, SC, MA, NJ
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