How does the advisor help clients – Key Takeaways:
Bond Financial Group, Inc. is a financial services firm that offers a variety of investment and financial planning options to its clients. They pride themselves on their experienced team of advisors who work closely with each client to develop customized financial strategies that fit their individual needs and goals.
Here are some key takeaways about how Bond Financial Group, Inc. helps their clients:
- Offers a wide range of financial services, including investment management, retirement planning, estate planning, and more
- Works with a diverse clientele, including individuals, families, and businesses
- Utilizes a personalized approach to financial planning, taking into account each client’s unique goals and risk tolerance
- Has a transparent fee structure and discloses all potential conflicts of interest
- Has a team of experienced advisors with a breadth of financial knowledge and expertise
Facts and Insights:
Founded in 2005, Bond Financial Group, Inc. has been in business for over 16 years, providing financial services to clients across the United States. One of their key strengths is their well-educated and experienced team of advisors, who have a combined total of over 50 years in the financial industry.
The firm currently has over $100 million in assets under management, and they work with a diverse group of over 200 clients. They maintain a high level of customer satisfaction, with an average client retention rate of over 95%.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10+ | 16 years |
Financial Services Offered:
Bond Financial Group, Inc. offers a comprehensive range of financial services to help their clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- Education planning
- Charitable giving strategies
- Business succession planning
Client Types:
Bond Financial Group, Inc. serves a diverse group of clients, including:
- Individuals
- Families
- Businesses
Fees & Compensation:
Bond Financial Group, Inc. has a transparent fee structure and discloses all potential conflicts of interest to their clients. They offer fee-based financial planning services, and their fees are based on a percentage of the assets under management. The firm’s fees are negotiable and vary depending on the services provided and the complexity of the client’s financial situation.
Background:
Bond Financial Group, Inc. was founded in 2005 by John Bond, a Certified Financial Planner (CFP) with over 25 years of experience in the financial industry. They are headquartered in New York City and have an additional office in Los Angeles, California.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Bond Financial Group, Inc. is required to disclose any potential conflicts of interest or disciplinary actions taken against them. They have a clean record and have no disclosures or disciplinary actions on file.