About BONFANTI INVESTMENT SERVICES, LLC
BONFANTI INVESTMENT SERVICES, LLC is a leading financial advisory firm that provides expert guidance and advice to its clients. With over 20 years in business and $500 million in assets under management (AUM), the firm has established a reputation for excellence and trust.
Their team of 15 experienced and highly qualified advisors works with a diverse range of clients, including individuals, families, small business owners, high net worth individuals, and corporate executives. They offer a comprehensive range of financial services, including investment management, financial planning, retirement planning, tax planning, estate planning, insurance planning, and education planning.
BONFANTI INVESTMENT SERVICES, LLC prides itself on its transparent fee and compensation structure, charging a fee based on a percentage of AUM, which aligns their interests with those of their clients. They do not receive any commissions or compensation from third parties, allowing them to provide unbiased and objective advice.
The firm's founder, John Bonfanti, has remained committed to putting his clients' interests first and helping them achieve their financial goals. The firm has no disclosures to report, emphasizing its commitment to ethical and transparent practices.
PALMER WEALTH MANAGEMENT LLC is a leading financial advisory firm that offers personalized and goal-based financial planning to clients from diverse backgrounds. With a team of experienced and knowledgeable advisors, the firm provides a comprehensive range of financial solutions, including investment management, retirement planning, estate planning, tax planning and preparation, and insurance advice. They cater to individuals, families, and businesses and have been in business for over 15 years, managing $500 million in assets under management. The firm follows a fee-only compensation structure, ensuring their advice is always in the best interest of their clients. Founded by John Palmer, a highly experienced advisor with multiple industry certifications, the firm has a solid reputation in the financial services industry. As a registered investment advisor regulated by the SEC, the firm discloses any potential conflicts of interest or disciplinary actions, which can be found in their public Form ADV.
In summary, PALMER WEALTH MANAGEMENT LLC is a reputable and trusted financial advisory firm that offers personalized and comprehensive financial services to clients of all backgrounds. Their experienced advisors, led by John Palmer, provide expert guidance in achieving financial goals and managing assets. With a fee-only approach and transparent disclosures, the firm is dedicated to putting their clients' interests first and building long-term relationships based on trust and reliability.