We are registered to sell securities in the following state(s): AZ, IA, MN, MT, OH, OR, TX, WI. Registered Representative. Securities offered through Cambridge Investment Research, Inc. A Broker/Dealer, Member FINRA / SIPC. Investment Advisor Representative. Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Boria Wealth Management and Cambridge Investment Research are not affiliated. Form CRS for CIRA. Cambridge’s Form CRS (Customer Relationship Summary.
About Boria Wealth Management
We only work for you
We are an independent investment resource not tied to any specific investment company or entity.
We believe financial security is about more than just retirement
With the right plan, it’s the feeling you have every step of the way.
Patrick J. Boria
Patrick Boria, LUTCF is president of Boria Wealth Management. Patrick is a comprehensive financial planner and advisor who excels at helping clients work through all aspects of their financial puzzle and take action to achieve their goals.
Staff
Anne Wire
Office Manager
612-325-8606
Susanne Venberg
Financial Advisor
651-408-4537
susanne@boriawealth.com
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