As an Edward Jones financial advisor, your goals are my priority. I believe understanding each client's individual story is of the utmost importance.
What's your vision of retirement? When do you want to retire? Can you get there? How do you get there? These are all important questions to address in the planning process.
My clients and I partner together to build fine-tuned financial strategies utilizing detailed risk analysis measures and leveraging our firm's sophisticated technology. We paint-the-picture of, "when, where, what, why and how," to tailor a custom plan to fit your unique situation. We take careful consideration of each client's risk tolerance and time-horizon to various goals.
Do you have a current plan? Are you familiar with the investments within it? Do you have 100% confidence and conviction in your plan?
I offer complementary reviews of current plans. Think of it as a financial health "check-up." You'll receive an in-depth analysis of the plan itself and the investments within. My goal is to help individuals in the community achieve their financial goals. The markets can be scary at times; your long-term strategy shouldn't be!
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Divorce Finances
- Portfolio Reviews
My Personal Interests
- Horseback Riding
- Health & Nutrition
Office Address10127 26 Mile Road
Ira, MI 48023
Mailing AddressPo Box 395
New Baltimore, MI 48047
Phone NumberChristopher J Bonapace at (586) 725-6445
|Mon||08:00AM - 07:30PM|
|Tue||08:00AM - 08:00PM|
|Wed||08:00AM - 07:30PM|
|Thu||08:00AM - 08:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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