BOS Wealth & PlanningFinancial advisor in Springfield, IL

Also ranked: #6 of 13 investment advisors in Springfield

BOS Wealth & Planning is a financial advisor at 3400 Wabash Ave Second Floor, Springfield, IL 62711, ranked #21 of 26 financial advisors in Springfield and rated 5.0 from 7 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Springfield, ILUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (217) 753-1005 Website ↗

Key facts

Key facts about BOS Wealth & Planning
Address	3400 Wabash Ave Second Floor, Springfield, IL 62711Get directions
Phone	(217) 753-1005
Website	investwithbos.com
Hours	Monday to Friday: 8 AM – 5 PM
Google rating	5.0 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtybusiness name
Wealth Managementbusiness name
Investment Advisorsadditional Google category

Service area

Based in Springfield, ILView on map

Opening hours

Opening hours for BOS Wealth & Planning
Day	Hours
Monday	8 AM – 5 PM
Tuesday	8 AM – 5 PM
Wednesday	8 AM – 5 PM
Thursday	8 AM – 5 PM
Friday	8 AM – 5 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about BOS Wealth & Planning

How is BOS Wealth & Planning ranked in Springfield?

BOS Wealth & Planning is ranked #21 of 26 financial advisors in Springfield by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are BOS Wealth & Planning’s hours?

BOS Wealth & Planning is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What do Google reviews say about BOS Wealth & Planning?

BOS Wealth & Planning has a rating of 5.0 from 7 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact BOS Wealth & Planning?

Call BOS Wealth & Planning on (217) 753-1005. The business is at 3400 Wabash Ave Second Floor, Springfield, IL 62711. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

BOS Wealth & Planning compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
BOS Wealth & Planning (this business)	—	66	5.0 (7)	No	No
Broadway Graham Wealth Partners	#19	69	5.0 (13)	No	No	0.7 mi
KEB Wealth Advisors	#20	68	2.3 (3)	No	No	0.2 mi
Michael Ascencio	#22	64	5.0 (3)	No	No	23.9 mi

See all 26 ranked financial advisors in Springfield