Andy holds his bachelor degree in Finance from Calvin College. He has worked in the tax and financial planning industry since 1997 and is a Registered Representative licensed to sell securities, life and health insurance. Andy also holds the Registered Tax Return Preparer (RTRP) designation to practice before the IRS. His focus is on helping individuals plan for retirement and helping small businesses and non-profit organizations, their owners and employees.
Andy and his wife, Suzi, have three children – Peter, Isaiah and Johanna. The five of them live near Wilcox Park in the Eastown area of Grand Rapids. When not enjoying the company of his family, Andy enjoys softball, golf, running and working on his 100 year old house.
Important Investing Information:
Not all investments and services mentioned are available in all states.
Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or
jurisdiction for which they are properly registered. When investing from outside of the United States,
you are subject to the securities and tax regulations governing your jurisdiction.
Contact us directly for detailed information about investment regulations outside of the United States.
Registered Representatives State License Disclosure
Andrew Bos is an independent contractor of Money Concepts
note: Eastown Financial Services, Inc. is an independent firm and not affiliated with Money Concepts