Bosworth Financial Group, LLC

Bosworth Financial Group, LLC Reviews

Excellent rating
     
5.0 | 58 reviews
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Bosworth Financial Group, LLC
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5.0

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Carmen Alverio
Carmen Alverio 2025.02.27
     
Bosworth Financial Group has been extraordinarily professional and great at providing one of the best experiences in working through an important life decision regarding my retirement. They followed through all the way and helped me feel confident on what they said they would do.
Reply from Bosworth Financial Group, LLC 2025.02.28
Thank you Carmen for this wonderful review. It means so much that you took the time to recommend us to others. We promise to keep delivering exceptional service!
Sonya McLaughlin
Sonya McLaughlin 2025.01.14
     
My husband and I have a peace of mind knowing that our retirement is safe. We were able to retire sooner than we thought. We highly recommend Bosworth Financial Group if you’re looking for honesty and integrity.
Reply from Bosworth Financial Group, LLC 2025.01.15
We are so grateful you took the time to share this review of your experience with us. We pride ourselves on upholding honesty, and integrity for every single client.
M Pilorge
M Pilorge 2024.09.17
     
No words can actually express my experience with Bosworth Financial Group. Steven and Michelle are the most honest and real people I have met in this industry. We just finished our annual review and they were true to their words. They are the ones you want to trust with your hard earned money.
Reply from Bosworth Financial Group, LLC 2024.09.17
Thank you for your heartfelt review. We pride ourselves on upholding honesty, integrity and passion for every single client.
Alison deCelis
Alison deCelis 2024.09.12
     
Bosworth Financial Group has been fantastic. We were so nervous about our retirement money. We wanted a safe, reliable income and didn't know where to start. The guidance and kindness we continue to receive over the years is worth everything. I am glad we trusted Bosworth Financial Group with helping protect our retirement!
Reply from Bosworth Financial Group, LLC 2024.09.13
Thank you so much for your kind words! We’re thrilled to hear that you’ve had such a positive experience over the years. It has been an honor to know that our guidance and support have made a meaningful difference for you and your husband’s retirement.
Mary Anderson
Mary Anderson 2024.08.29
     
I recently retired from the District School Board of Pasco County after 22 years of service. I had little knowledge of the retirement process, until I attended a seminar of Bosworth Financial Group. Not only were all of my questions answered, I also secured an at home appointment and I was given several options, because of his ethics he helped me to protect my retirement. Based on this groups honesty, integrity, and passion I would highly recommend them to help protect your retirement.
Reply from Bosworth Financial Group, LLC 2024.08.30
We are honored to help and greatly appreciate your kind words! We pride ourselves on upholding honesty, integrity and passion for every single client. Thank you for taking notice. It warms our heart to know that you can now enjoy retirement with your children and grandchildren.
Gina
Gina 2024.08.19
     
Bosworth Financial Group is extremely committed to their clients financial security. They go well above and beyond to make sure the client is taken care of. I first met them when they helped my mother with her retirement. She became very ill suddenly and Steven and his team made sure her financial needs were taken care of and her wishes were honored. I was so impressed that i allowed them to help me with my retirement. If you are looking for someone you can absolutely trust and count on, give them a call. You won’t be disappointed.
Reply from Bosworth Financial Group, LLC 2024.08.20
Thank you for your heartfelt review. We were honored to help your mother and we took pride in fulfilling her wishes. We appreciate your trust in us with your retirement and are here to support you. Thank you for your recommendation.
Shawn Meigs
Shawn Meigs 2024.06.08
     
Steven and Michelle are very down to earth and explain the retirement process with ease. We felt very comfortable with our decision. Steven goes above and beyond to explain and answer any questions you have. To rate them with 5 stars is not enough they are easy 10 stars in my opinion. If you want the best Financial help go with Bosworth.
Reply from Bosworth Financial Group, LLC 2024.06.08
Thank you for your kind words!
We're thrilled to hear that our team provided such exceptional services, while navigating you through your retirement process. We're committed to delivering the best financial assistance and are honored to have earned your trust and confidence. Thank you for choosing Bosworth Financial Group. Your satisfaction is our top priority, and we appreciate your recommendation.
C SP
C SP 2024.05.20
     
Bosworth Financial Group provided me with a wonderful education experience on how to protect my retirement. From start to finish they answered all my questions about my financial future, showing copious options for my retirement. I would recommend this no pressure, highly trustworthy group to provide freedom from your retirement worries.
Reply from Bosworth Financial Group, LLC 2024.05.21
We are so grateful you took the time to share this review of your experience with us. That is truly our goal to educate and provide peace of mind so you don’t ever have to worry about outliving your retirement savings. Now you can enjoy the retirement that you deserve. Thank you for allowing us to help!
Martina Vazquez
Martina Vazquez 2024.02.23
     
My experience with Bosworth Financial Group has been one of the most positive experiences I have had in a long time. From the workshop experience he was very approachable and knowledgeable in the financial and retirement planning field. Through out the whole process this company has displayed honesty and integrity for both my husband and I. We feel comfortable and are quite please that he will be keeping in touch on a yearly basis which is something not all companies are willing to do. I don’t refer many people, but I definitely would refer Bosworth financial group. You will not regret it.
Reply from Bosworth Financial Group, LLC 2024.02.24
We are honored to help you and your family in finding a safe and secure retirement plan. Thank you for taking the time to share your experience.
Samantha Thein
Samantha Thein 2024.02.16
     
If you are looking for someone you can trust and has your best interest at heart with protecting your retirement, Bosworth Financial Group, LLC has done everything they said they would do. I highly recommend them to anyone looking to retire.
Reply from Bosworth Financial Group, LLC 2024.02.16
Thank you for trusting in us and for sharing your experience. We are honored to help you achieve your retirement goals with guarantees for a safe and secure retirement.
betty mcelroy
betty mcelroy 2024.01.19
     
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
Reply from Bosworth Financial Group, LLC 2024.01.19
It has been an honor to help and it means so much for you to take the time to share your review and experience. Thank you for recommending us.
Bay VH
Bay VH 2023.11.07
     
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.
Reply from Bosworth Financial Group, LLC 2023.11.07
We are honored we were able to help you protect your retirement and we value your kind words. Thank you for taking the time to share your review and experience with us.
Terri Rodriguez
Terri Rodriguez 2023.08.18
     
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.
Reply from Bosworth Financial Group, LLC 2023.08.19
Thank you for taking the time to write this review, it means so much to us! We pride ourselves on providing education and treating our clients as our own family. It has been an honor getting to know you and helping you secure financial security for your retirement.
Mary Wasinger
Mary Wasinger 2023.07.19
     
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!
Reply from Bosworth Financial Group, LLC 2023.07.19
We are so glad you found our workshop and services to be helpful. It has been an honor to be able to provide the education and guidance for you. Thank you for taking the time to write such an outstanding review.
Melanie Kolski
Melanie Kolski 2023.06.13
     
We just completed our annual review. Everything that Steven and Michelle told my husband and I a year ago was proven to be true. Now we’re confident that we are prepared for retirement. The honesty and integrity of both these professionals is greatly appreciated!
Reply from Bosworth Financial Group, LLC 2023.06.14
It is an honor that we were able to help you both and now a year later that you are confidently prepared for the retirement you deserve. Thank you for the kind words and we truly appreciate you taking the time to write this review.
Frank Zadina
Frank Zadina 2023.06.08
     
Steven and Michelle Bosworth are passionate, professional financial planners who have positively changed my family’s financial future at this crucial time in our lives. Our retirement goals have been achieved thanks to them!
Reply from Bosworth Financial Group, LLC 2023.06.08
Frank, thank you for taking the time to explain your experience. Making a positive change in a family’s financial future means everything to us. It’s exactly why we get up and work each day to help our clients reach their retirement goals and we appreciate this review more than you know.
Carrie Zadina
Carrie Zadina 2023.06.07
     
Steven and Michelle are dynamic and authentic taking the time you will need to understand had to keep you hard earned money. We only would recommend them because of their integrity, they do just what they say they will do.
Reply from Bosworth Financial Group, LLC 2023.06.08
Carrie, it has been a true honor getting to know you and to help you understand how to have safety and security in your retirement. We are so thankful for your kind words and a recommendation from you means everything to us.
Catherine Shyngle
Catherine Shyngle 2023.04.27
     
This group is reliable and honest. They can be trusted with lifetime savings. My retirement funds are safe and growing steadily after the first year and looking forward to retiring. - From a very happy and satisfied client.
Reply from Bosworth Financial Group, LLC 2023.04.28
Thank you for your honest and kind review. It means so much and above all we are glad to hear you are satisfied and happy with our services.
Tracy Kersey
Tracy Kersey 2023.03.24
     
I went to the workshop in Land O Lakes and I met Bosworth Financial Group. I have been to many seminars, but was drawn to the integrity I felt from this group.... and I was right! I am excited to have the backing of someone that has my back in this crazy financial world.
Reply from Bosworth Financial Group, LLC 2023.03.24
Thank you for your review. We are happy to be able to help you with your retirement and to give you the safety and security you deserve.
Vicky Wint
Vicky Wint 2023.03.16
     
With all the turmoil going on in the financial world at this time I’m so glad I turned all my finance to this financial professionals. I can’t imagine having to worry about my future at this point of my life not knowing if all my investment could be gone in a blink of an eye. So, I’m very grateful for you guys for giving me peace of mind.
Reply from Bosworth Financial Group, LLC 2023.03.16
Thank you, we appreciate your review and it means so much that you now have peace of mind in your retirement!

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