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Financial Services
Bonadio Financial Services, LLC
A fundamental component of our ability to deliver upon our “& More” promise are the wealth building and wealth management services and products offered though Bonadio Financial Services (BFS).
BFS provides services and products for growing and protecting personal assets, as well as integrating investments, insurance needs, and tax and estate planning into one coordinated investment product selection and financial plan, administered by a firm you know and trust.
Whether it’s saving for college, a major purchase, retirement or making sure your loved ones are protected, BFS financial planners will start by helping you define your personal financial goals. Once your goals are defined, they will prepare a comprehensive financial plan for you and your family—at no fee.
BFS can improve your investment strategies, or with the assistance of TBG tax experts, ensure that the best tax results are achieved. If a need for life, disability and other insurance arises, they’ll help you determine which policy is right for you and your family. They can even prepare a complete estate plan with you and your interests in mind to help your family realize its future financial security.
For companies and organizations, BFS offers a comprehensive set of employee benefits products including:
- Group Life Insurance
- Group Disability
- Group Medical
- Cafeteria Plans/Flexible Spending Accounts
- Individual Life and Disability
- Qualified Pension Plans
Call Bonadio Financial Services today at (800) 487-7624 or contact us.
Registered Representative of and Securities and Investment Advisory Services offered through Hornor, Townsend & Kent, Inc. (HTK). Registered Investment Advisor, Member FINRA/SIPC. 500 Linden Oaks, Suite 301, Rochester, NY 14625, (585) 899-1200.
Bonadio Financial Services, LLC, is independent of HTK.