Harry Boesch

Financial Advisor

I grew up in Battle Creek, Michigan and, prior to beginning my work career I attended Michigan State University where I graduated from the school of business with majors in economics, history and psychology.   Before I entered the financial services industry I worked for almost twenty years in various management positions for the Kellogg Company, my last job there being manager of public relations.  I then owned my own business for several years before joining the regional brokerage firm of First of Michigan as a Financial Consultant.  I believe my early work experience, coupled with almost 30 years in the financial services industry has provided me with a unique perspective that has helped me serve my clients financial needs no matter how challenging or diverse they might be.

As a Financial Advisor with Bullock Private Investment Advisory Group, located in the Portage, Michigan, I am dedicated to helping my clients achieve their financial goals whether it is planning for their retirement, saving for their children or grandchildren's education or looking to preserve their wealth.  Whatever the need, it is my goal and commitment to help my clients achieve it and I take pride in working for a firm that always puts the client first.

My wife Jan and I live in the country near Kalamazoo with our Labrador Retriever, Jazzy, and we also have a summer home on Beaver Island in Northern Lake Michigan.  I have always loved nature and being outdoors and fly fishing, hunting and photography are some of my hobbies.  I also love music and lead my own big band, The Gull Lake Jazz Orchestra.

I look forward to extending my services to anyone looking for a dedicated, hands on, financial advisor.
 

Contact Information:

Email: harry@wellingtoninvestmentadvisors.com
Telephone: (269) 321-5125