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John Bozer, MBA, Insurance Representative and Financial Strategist
Marjorie Bozer, Insurance Representative and Financial Strategist

About Us

 

Bozer Financial Solutions is an established financial services company, licensed in insurance since 2016, serving individuals, families, and small businesses. We offer our clients proven solutions to their challenges with: life insurance, health insurance, Medicare, debt elimination and wealth building opportunities. These solutions can provide both immediate and long-term financial relief as well as an overall improvement to your quality of life. 

 

What sets us apart from the rest?

  • Client Focused. Our loyalty is to our valued clients. We work with a variety of providers to present options and find you the best solutions for your needs. We constantly research, grow, and diversify our offerings to keep up with the ever evolving insurance market. We are pleased to offer a wide range of plans from the most basic to premium. 

  • Education Oriented. It is our goal to provide answers to your questions and find solutions for your needs.  We educate and advise so you can make an informed decision. We give you the power of choice. No pressure. No obligation. No fees for our services.

  • Customized Solutions. No two people are alike. We listen and make it our mission to offer the most comprehensive and cost effective solutions that cater to your individual lifestyle. 

How can we help you?

  • We take care of you like family. We are here for you, whether to provide a quote, assist with a claim, expand your coverage, or just answer questions. We help you prepare for your future by providing a free analysis of your current situation and making recommendations to guide you to a brighter tomorrow.  Our ultimate goal is to build lasting relationships with each of our clients so we can continue to provide excellent service for many years to come.

  • We care about you. We strive to adhere to the highest ethical and professional standards and provide you our finest level of customer service. We take seriously our responsibility to live by the Golden Rule, "Do to others as you would have them do to you." (Luke 6:31 NIV)  It is our goal to meet your needs and serve you to the best of our ability. We care about you and know that your success is our success. We work hard to protect each client from the risks they face in life and business. 

We look forward to working with you today and in the years to come. 

We are here for you!

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