Financial Services

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.

Among the services we provide:

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*

Please check out our website at www.bonadiofinancialservices.com where you’ll find a wealth of information in the form of news, financial articles, calculators, and other research reports.  You can sign up for our complimentary financial newsletter here as well as request information on a variety of financial topics right from the comfort of your own computer.  So, head on over to www.bonadiofinancialservices.com today!

Personal and Group Financial Products and Services

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.

A1RB-1021-04