Bosshard Investment Management Co is a professional financial services firm based in Fairlawn, OH, specializing in comprehensive investment management and financial planning services. With over 15 years of experience, they offer low-cost and tax-efficient strategies tailored to individuals, families, trusts, corporations, and charitable entities. Led by a team of experts, including a former CPA, CFA, and financial analysts, they provide intelligent and customized solutions for retirement planning, estate goals, education savings, and more.
Kohmann Bosshard, a separate entity from Valmark Securities, Inc., also serves as a trusted advisor for employer retirement plans, such as 401(k) plans, for companies of various sizes and industries. Their team of professionals, including a director of client service and a certified financial planner, ensures that clients receive personalized attention and ethical guidance in achieving their financial goals. With a commitment to expertise and experience, Bosshard Investment Management Co is dedicated to providing comprehensive and useful financial services to their clients.
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