Bosworth Financial Group, LLC

Finance in Tampa FL
Star Score
Average 5 / 5
Reviews & Ratings 8
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Bosworth Financial Group, LLC, nestled in the vibrant community of Tampa, is a testament to professionalism and personalized financial guidance. Clients rave about the trust and family-like connection they feel with Steven, a financial mentor who navigates them through the complexities of retirement planning. With a keen focus on securing financial futures, Bosworth Financial Group offers innovative solutions like growth-assured annuities, ensuring clients' investments thrive regardless of market volatility. Their commitment to value and responsiveness shines through in-home consultations, where Steven and Michelle tailor strategies to individual needs. This firm is celebrated for transforming financial planning into a secure, growth-oriented journey, making them a highly recommended partner for safeguarding and nurturing your retirement assets.

Steve and Michelle were very informative. Their integrity was never in question. They were very honest and I felt very comfortable with their recommendations with our retirement. We would recommend them to anyone seeking help with their retirement plans.
Betty M

-betty mcelroy - Posted Jan 19, 2024

I worked for the Hillsborough Sheriff Department for 25 years and retired in 2020. I was referred to Bosworth Financial Group from a friend and became a client a year ago. We just finished our annual review and all of the financial expectations were met. Thank you for helping.

-Mike Damico - Posted Dec 13, 2023

After holding retirement in traditional markets and loosing 15%, I engaged Steven & Michelle to review my portfolio and subsequently altering my holdings to better protect my retirement. They performed this with the highest levels of integrity and professionalism. Upon completing the first annual review, I highly recommend Bosworth Financial Group, LLC. I have added more after the first year review.

-Bay VH - Posted Nov 07, 2023

Just finished my Annual Review & couldn’t be happier. Steven & Michelle have been superb in every aspect from customer service, flexibility in scheduling & rescheduling, answering questions anytime of the day, & taking time to explaining everything until you are comfortable. I truly feel like they are very close friends & have my back. Recommend Bosworth Financial Group 100% to anyone looking for a company who truly cares about your future financial security.

-Terri Rodriguez - Posted Aug 18, 2023

I am so happy that I attended the free workshop on social security benefits! Not only was I educated on the latest updates to the SS, Steven Bosworth and his wife Michelle were exceedingly helpful in protecting my retirement. As a doctorally prepared professional I'm impressed with their services and the degree of honesty and integrity displayed throughout the process of securing my financial future. I would highly recommend Bosworth Financial Group for anyone getting close to retirement!

-Mary Wasinger - Posted Jul 19, 2023

My wife and I attended one of Steven Bosworth’s presentations in mid January of this year, prior to COVID-19, here in the Riverview/Brandon area. We were more or less curious about trusts and wills at the time. Fortunately we discovered in this meeting there were retirement annuities that Steven mentioned that would not lose money no matter what the stock market was doing at any time. Back in 2008 when the stock market crashed our 4O1K’s lost so much that it took over 5 years just to get back to where we were. That was over 5 years of no growth. When Steven mention he had these annuity accounts at no cost to transfer and they grow at 5% minimum no matter what the market was doing, this perked my interest.
Now, due to these times in the COVID era, he is not allowed to have these presentation, however Steven and Michelle met with us safely at our home and went over the options that best suited us. Steven is extremely knowledgeable of the annuity market and the ins and outs of several types and companies that best worked for us.
I can say that Steven and Michelle offered us extremely professional diligence and personal care throughout this transaction. They have become very good friends of ours and I would recommend them to anyone that would like to hire someone [for free] to help make the painless transaction for your retirement funds. Our funds now are maintaining steady growth while most anyone with the old 401K plans are steadily losing.
Thomas Cunningham

- Tom Cunningham - Aug 19, 2020

I knew from the moment we met Steven we could trust him, he knows what he is talking about and definitely steered us in the right direction! I feel like he is family, so much so that I trusted him to mentor my Grandson.

- Randi A Blunier - Aug 15, 2020

Positive: Professionalism, Quality, Responsiveness, Value

I knew from the moment we met Steven we could trust him, he knows what he is talking about and steered us in the right direction! I feel like he is family, so much so that I trusted him to mentor my Grandson.

- Randi Blunier - Aug 15, 2020

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Bosworth Financial Group, LLC | 401 East Jackson St. Suite 2340, Tampa FL 33602, United States