Boundless Financial Solutions LLC

Boundless Financial Solutions LLC We endeavor to understand your financial situation & provide you with the highest quality informatio

Licensed and insured, family owned and operated company with over 25 years of experience specializing in wealth management, retirement planning, insurance plans, financial advising, business benefits and our unique Dual Legacy charitable giving program.

Our Virtual Family Office model allows you to have one point of contact for all your financial needs. Imagine having a t...
11/14/2022

Our Virtual Family Office model allows you to have one point of contact for all your financial needs. Imagine having a truly holistic and comprehensive solution with top‐notch results, coming from some of the best experts in the country.

Sign up for a consultation to learn more about this incredible opportunity here: https://bfs-vfo.oureliteexperience.com/PRVF0001

You’ll also have access to our free educational video by clicking the link!

https://www.bfsplatinum.com

Our Virtual Family Office is powered by the collaborative efforts of CPAs and Financial Advisors, teaming up to tackle t...
11/07/2022

Our Virtual Family Office is powered by the collaborative efforts of CPAs and Financial Advisors, teaming up to tackle their client's personal and professional needs.

That means YOU benefit by having all of your experts in one place!

To learn more about how you can utilize our VFO in your business, watch our free video at https://bfs-vfo.oureliteexperience.com/PRVF0001

https://www.bfsplatinum.com

Would you rather your financial team focus on building value-based relationships to better serve your goals, or do you w...
10/31/2022

Would you rather your financial team focus on building value-based relationships to better serve your goals, or do you want to work with someone obsessed with the number of transactions they can complete?

We know what we'd choose—which is why we're introducing our Virtual Family Office! Get the details and watch our video at https://bfs-vfo.oureliteexperience.com/PRVF0001

https://www.bfsplatinum.com

Hey {FNAME}!November 9th begins the second round our seminar series!Thank you for registering for one or more of our sem...
10/31/2022

Hey {FNAME}!

November 9th begins the second round our seminar series!

Thank you for registering for one or more of our seminars.

Be sure to check out all the dates & times for these 8 informational seminars by going to www.prfl.org

Financial Advisors, along with their Virtual Family Office team members, can provide services that CPA clients need but ...
10/24/2022

Financial Advisors, along with their Virtual Family Office team members, can provide services that CPA clients need but are not receiving. Likewise, CPAs can use their existing client relationship and trust to provide a platform for executing solutions efficiently and holistically.

Watch our video about our Virtual Family Office and sign up for a consultation here: https://bfs-vfo.oureliteexperience.com/PRVF0001

https://www.bfsplatinum.com

Our mission is to help you maximize your personal and professional potential using our Virtual Family Office! Our VFO wi...
10/17/2022

Our mission is to help you maximize your personal and professional potential using our Virtual Family Office! Our VFO will become your "go-to" planning team to help with anything and everything, rather than referring to multiple centers of influence.

Learn how our Virtual Family Office can help you by watching our educational video at https://bfs-vfo.oureliteexperience.com/PRVF0001

https://www.bfsplatinum.com

I would love to discuss the importance of our Virtual Family Office with you and provide details on the rewarding benefi...
10/14/2022

I would love to discuss the importance of our Virtual Family Office with you and provide details on the rewarding benefits of having CPAs team up alongside Financial Advisors.

To schedule a consultation and discover more about this incredible opportunity with our free educational video, checkout https://bfs-vfo.oureliteexperience.com/PRVF0001

https://www.bfsplatinum.com

When Financial Advisors and CPAs come together, they can create a Proactive Planning Team to supplement their areas of e...
10/12/2022

When Financial Advisors and CPAs come together, they can create a Proactive Planning Team to supplement their areas of expertise—utilizing our Virtual Family Office a significant win/win/win.

To learn more about this incredible opportunity, join me for a consultation and discover the power of our VFO and how you can benefit.

Check out the educational video today https://bfs-vfo.oureliteexperience.com/PRVF0001

https://www.bfsplatinum.com

There has never been a better time to be plugged into our Virtual Family Office. With the proper guidance and support, y...
10/06/2022

There has never been a better time to be plugged into our Virtual Family Office. With the proper guidance and support, you can receive proactive and holistic advice from best-in-breed professionals working in collaboration to achieve your personal and professional goals.

Check out our educational video about our VFO at https://bfs-vfo.oureliteexperience.com/PRVF0001

https://www.bfsplatinum.com

Address

135 Day Street #1C
Newington, CT
06111

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18609835851

Website

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