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.

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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.

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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

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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.

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Hear from our clients

Kimora Davila

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

Ashleigh Davila

Highly professional team. 

Latest news and insights

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5 Insights to Understand Markets in 2024

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We look forward to learning about your financials goals.

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