Spotlights > Bonadio Financial Services, LLC

Bonadio Financial Services, LLC

Bonadio Financial Services, LLC (BFS), specializes in financial products and services for integrating investments, insurance needs, wealth/asset management, retirement planning and estate planning.

We can help you define your current investment holdings, discuss risk tolerance and time horizons, and begin the process of advising you on accumulation and preservation of wealth opportunities through various investment products and money-management programs. BFS advisors, registered as Investment Advisor Representatives of HTK, offer wealth/asset management programs where we manage and monitor your portfolio on a continual basis.

BFS advisors can help improve your investment strategies or, with the assistance of The Bonadio Group tax experts, can work to ensure that effective tax results are achieved. If a need for life, disability and other insurance arises, we will help you determine which policy is right for you and your family.


Call Bonadio Financial Services today at (800) 487-7624 or contact us.


Exceeding Expectations with Extraordinary People

The professionals at Bonadio Financial Services, LLC are dedicated to Bonadio's mission of being a trusted business advisor and exceeding client expectations.

These professionals include:

  • J. Robert Bleier*, Managing Director
  • Richard P. Curtis*, Managing Director
  • Charles Constantino*
  • Gary Kolodziejczyk*

Thought Leadership, Innovation and Viewpoints

Bonadio Viewpoints Podcasts

Viewpoints is The Bonadio Group’s award winning forum for presenting observations, insights and information on contemporary accounting, business management and wealth management issues. Each Viewpoint is available in a printable format along with a downloadable MP3 which can be played directly in your browser.

Click here for Viewpoints from members of our financial services team.


Overview of Bonadio Financial Services

  • Asset Allocation Strategies, Monitoring & Management*
  • Asset/Wealth Management*
  • Cafeteria Plans/Flexible Spending Accounts
  • Disability Insurance Products Selection & Purchase
  • Group Disability
  • Group Life Insurance
  • Group Medical
  • Individual Life & Disability
  • Insurance Analysis
  • Investment Products Selection & Purchase*
  • IRA Beneficiary Designation Planning
  • IRA Distribution Planning
  • Life Insurance Products Selection & Purchase
  • Qualified Retirement Plans

*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. HTK does not offer tax or legal advice

The Bonadio Group, Bonadio Financial Services, and other organizational entities are independent of HTK.

Our representatives are insurance and securities licensed in the states of NY, FL, NJ, OH, PA, NC, including CA, MA, NH, RI, TN, CO, DE, IL, MD, VA, MS for securities and VT for insurance only.

Not an offer or solicitation in any state where not properly licensed and/or registered. For additional licensing information, please contact the number listed above.

A9CD-1210-06


The Bonadio Group is a group of accounting, business advisory, payroll, and personal financial services entities, including Bonadio & Co., LLP, (Bonadio), a nationally-ranked top 100 CPA firm founded in 1978. With offices in Rochester, Buffalo, Albany, Syracuse, Geneva and Perry, we have grown and diversified from a firm offering auditing and tax services to a multi-dimensional accounting, IT consulting, business advisory, and financial services organization serving the needs of commercial, small business, public, tax-exempt and individual clients.