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YOU TOO CAN ENJOY PEACE OF MIND THAT COMES WITH SEAMLESS FINANCIAL FREEDOM

Wherever you are in your journey to financial freedom, BO Finance can work with
you to achieve your dream of becoming financially free.

Book a Consultation
View Our Services


WE PROVIDE FINANCIAL SOLUTIONS THAT MEETS YOUR IMMEDIATE AND FUTURE NEEDS

Thinking of setting up a retirement fund to secure your life after retirement,
or setting up proper protection to alleviate challenging life events, or an
estate plan to ensure your assets are distributed according to your wishes to
create a legacy while you are gone?

We are here to help you achieve the dream of financial security for you and your
family. We provide tailored financial solutions that ease your life, guarantees
peace of mind and give you a purpose.

Let's get started today




HELPING YOU ACHIEVE FINANCIAL FREEDOM WITH OUR CUSTOMIZED SOLUTIONS




PROPER PROTECTION

We go beyond providing financial security; we offer a shield of protection for
your loved ones


RETIREMENT PLANNING

We ensure that your retirement is tailored to fulfil your unique aspirations.


BUSINESS SOLUTIONS

Business solutions service that ensure smooth business operations with
stress-free support


ESTATE PLANNING

Safeguard your assets and ensure they are distributed according to your wishes,
leaving behind a legacy that reflects your values and beliefs.


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NO ONE SHOULD BE MORE CONCERNED ABOUT YOUR FUTURE THAN YOU. YOUR FUTURE AND THAT
OF YOUR FAMILY DEPENDS ON THE FINANCIAL DECISIONS YOU MAKE TODAY

Speak with an expert today



HELPING YOU ACHIEVE FINANCIAL FREEDOM

Bisi OGUNWALE is a licensed financial professional and retirement planning
specialist with over two decades of experience in the financial services
industry. He is passionate about financial education and empowerment, with a
particular focus on personal finances for individuals, families, and small
business owners to help them create, build, preserve, and transfer wealth over
time. Bisi also loves to read biographies of successful people and explore the
world.


BISI OGUNWALE: PRESIDENT/CEO

Abi has over 10 years of experience in the financial industry, servicing clients
and customers at different levels. Licensed as a life and health professional in
all 50 states, BO Financial Services is blessed to have Abi on the team as
a specialist in longevity planning. When she’s not working, Abi loves to travel
to different places, meet new people, learning new cultures and their food. 


ABI AJIBOLA - SENIOR ACCOUNT MANAGER

Tara has over 16 years of experience in the financial industry. She loves
helping both clients and team members achieve their financial goals. On the
weekends, Tara loves to hang out with her two beagles! She is eager to help
everyone who crosses her path at BO Financial Services.


TARA PITCOCK - HEAD OF OPERATIONS & CLIENT SERVICES


5 STARS RATED FINANCIAL FIRM


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Customers

We are keen on adding value through financial education. We are driven by one
powerful purpose: to empower clients to simplify, protect, and grow the wealth
they have worked so hard to build. We have a fiduciary responsibility to help
you achieve your financial goals.

See how we can help
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HEAR FROM OUR CLIENTS

Ashleigh Davila

Highly professional team. 




Kimora Davila

BO Finance is a top-notch agency. They are very supportive, and the team was
welcoming. 




Ashleigh Davila

Highly professional team. 




Kimora Davila

BO Finance is a top-notch agency. They are very supportive, and the team was
welcoming. 




Ashleigh Davila

Highly professional team. 




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LATEST NEWS AND INSIGHTS

View our resource section


5 INSIGHTS TO UNDERSTAND MARKETS IN 2024

2023 marked an inflection point for markets with strong gains across both stocks
and bonds...

Read more


5 INSIGHTS TO UNDERSTAND MARKETS IN 2024

2023 marked an inflection point for markets with strong gains across both stocks
and bonds...

Read more


5 INSIGHTS TO UNDERSTAND MARKETS IN 2024

2023 marked an inflection point for markets with strong gains across both stocks
and bonds...

Read more


WE LOOK FORWARD TO LEARNING ABOUT YOUR FINANCIALS GOALS.

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OUR VALUES

By placing people at the center of our business, we can best serve our clients
while creating a positive working environment for our team and providing clear
paths for everyone to take an active role in their communities.

 * +(805) 498-4719
 * Medplus@info.com
 * 20030 Roycroft Lane, Richmond TX 77407, Richmond Texas


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