Bond Wealth Management

Financial ServicesCalifornia, United States2-10 Employees

Established in 1997, Bond Wealth Management is a wealth management firm located in Long Beach, CA. Our mission is to advise our clients to make the suitable decisions regarding their desire to accumulate, preserve and transfer their wealth. We work hard to understand our client’s needs and concerns while being committed to providing exceptional client service. We deliver value to clients through an on-going, intimate relationship that provides financial experience and proactive advice to persue their lifestyle goals. Our goal is for our clients to obtain confidence knowing that their financial affairs are organized, monitored, and implemented according to their needs and desires. Our services include financial planning, estate planning, tax planning, fee based investment management, and more.

For more information and disclosures, please visit my website www.bondwealthmgt.com

Sign up for free to view info

Email Format Employee directory