Our Approach

We’ll help you prepare for the expected - and the unexpected

The future looks brighter when you’re more prepared. I’ll help you plan for what you expect to achieve in life — and any changes you may encounter along the way — through our exclusive Confident Retirement® approach.

With the right advisor, life can be brilliant.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 

Barron's Top 1,200

We are honored and thankful to serve each of our clients and their families now and in the future - and we're excited to share that Michael Bonevento has been recognized as a Barron's Top 1,200 Financial Advisor State-by-State Ranking for 2017, an honor awarded to a select group of advisors for quality of service and success in business and ethics.

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Barron’s listings are based on data compiled by many of the nation’s most productive advisors, which is then submitted to and judged by Barron’s®. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and years of professional experience. Barron’s®is a registered trademark of Dow Jones, L.P.; all rights reserved.

 
 

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)