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 also offers a wealth/asset management program, where we manage and monitor your portfolio on a continual basis.

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, 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 TBG's mission of being a trusted business advisor and exceeding client expectations.

These professionals include:

  • J. Robert Bleier
  • Richard J. Curtis
  • Joseph Attobelli
  • Gary Kolodziejczyk
  • Charles Constantino
  • Karin Gagliano

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 and management
  • Asset/wealth management
  • Cafeteria Plans / Flexible Spending Accounts
  • Disability insurance products selection and purchase
  • Group Disability
  • Group Life Insurance
  • Group Medical
  • Individual Life and Disability
  • Insurance analysis
  • Investment products selection and purchase
  • IRA beneficiary designation planning
  • IRA distribution planning
  • Life insurance products selection and 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.

Bonadio Financial Services, LLC, is independent of HTK.


The Bonadio Group (TBG) is the largest independent CPA firm in upstate New York, providing accounting, tax, business advisory and financial services. With offices in Rochester, Buffalo, Albany, Syracuse, Geneva and Perry, we serve the needs of commercial, small business, public, tax-exempt and individual clients.