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Boulos Financial Group is a financial services company acting as a Managing General Agent, offering comprehensive insurance, investment, and financial planning solutions. Founded in 1979, the company is recognized for its personalized approach and expertise in financial advice. It assists individuals and professionals with wealth management, tax and estate planning, and the selection of insurance products such as life, health, disability, and long-term care insurance. Boulos Financial Group also offers investment and retirement services, including guaranteed investment certificates, annuities, and segregated funds. The group strives to tailor financial strategies to each individual situation, while providing close support through its experienced partners and advisors.
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