Investment Product Selection

Providing a Comprehensive Array of Investment, Insurance & Annuity Products


Exclusively through HTK, Bonadio Financial Services advisors offer a full line of investment products and services from mutual funds and 529 plans to individual stocks and bonds, unit investment trusts, exchange-traded funds, to variable life insurance and annuity products.

BFS has the practice management tools necessary for devising and implementing an investment strategy to fit your individual investment objectives.  This means we can:

  • Provide you with a comprehensive evaluation of your current financial situation
  • Work with you to define and prioritize your investment goals
  • Create and investment strategy tailored to your specific financial needs and goals
  • Offer you a wide range of financial products in which to invest
  • Monitor and evaluate your investment portfolio based on changes in market and economic conditions, as well as in your objectives or financial position

A Comprehensive Array

Investment Products Overview

  • Mutual Funds
  • Money Market Funds
    • Taxable
    • Federal and State Tax-Free
  • Brokerage Accounts
  • Cash Management Accounts
  • Retirement Products
    • IRAs
    • Qualified Plans
  • Advisory Asset Management platforms

We are committed to providing investment vehicles and financial services to help you achieve your individual goals.

*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