Washington Retirement Planning Specialists

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.


close

Washington Retirement Planning Specialists: An Ameriprise advisory practice serving the Boca Raton, FL area.
Washington Retirement Planning Specialists: An Ameriprise advisory practice serving the Boca Raton, FL area.

View Larger


Advisors

G.B. Bose, Private Wealth Advisor serving the Boca Raton, FL area - Ameriprise Advisors

G.B. Bose

MBA, APMA

Private Wealth Advisor

Chief Executive Officer of Washington Retirement Planning Specialists
Visit G.B. Bose's website

Steve Kavgioulas

APMA

Associate Financial Advisor

Visit Steve Kavgioulas's website

Team

Bernard Tomasky

Bernard Tomasky

Client Service Manager

Nona Butler

Nona Butler

Practice Manager

Margarita Kavgioulas

Margarita Kavgioulas

Client Service Specialist

Michael Litherland

Michael Litherland

Client Service Specialist

Hewan Belai

Hewan Belai

Assistant

Andreea Lazar

Andreea Lazar

Practice Manager