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Learn MoreWelcome to Bonanno Financial Advisors, LLC
Since 1987
Bonanno Financial Advisors LLC is family owned and operated. We chose a grapevine for our company logo because advisor-client relationships are personal and cultivated over time. Using a multi-generational recipe, our family has been making homemade wine for over thirty years. The process of making wine is similar to financial planning. Both require knowledge, commitment and faith.
At Bonanno Financial Advisors LLC, we know that financial planning is not just about money. It involves managing finances in concert with values and purpose in life. In essence, we strive to assist clients in maintaining a fruitful balance.
Contact UsHelpful Content
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Year-End Financial Moves to Maximize Your Momentum
Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Is Your Current Model Limiting Your Growth?
If you’ve been thinking what the next step in your career could look like, explore growth with the right team.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.