Insights

Personalized Financial Planning Bondar & Associates specializes in tailored financial advisory services focused on wealth accumulation, retirement planning, and insurance solutions, indicating opportunities to offer complementary financial products or advanced planning tools to enhance their service offerings.

Technology Integration Utilizing tools like Facebook Pixel, Google Tag Manager, and Calendly suggests an openness to digital engagement, providing potential for high-impact marketing campaigns, lead generation strategies, and client engagement platforms.

Market Positioning Operating within a competitive landscape with firms like Gensler and HOK, Bondar & Associates has room to emphasize its personalized, boutique approach to attract clients seeking tailored financial guidance and premium service.

Growth Potential With a revenue range between 1 million and 10 million and a small team, there are scalable opportunities to expand service offerings, increase client base, and leverage strategic partnerships to accelerate growth.

Client Engagement The use of scheduling and client-facing tools indicates an active focus on personalized client interactions; additional onboarding solutions or client retention programs could further deepen relationships and increase referral opportunities.

Similar companies to Bondar & Associates

Bondar & Associates Tech Stack

Bondar & Associates uses 8 technology products and services including Facebook Pixel, Calendly, OneTrust, and more. Explore Bondar & Associates's tech stack below.

  • Facebook Pixel
    Analytics
  • Calendly
    Appointment Scheduling
  • OneTrust
    Cookie Compliance
  • Font Awesome
    Font Scripts
  • jQuery UI
    Javascript Libraries
  • Google Maps
    Maps
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management

Media & News

Bondar & Associates's Email Address Formats

Bondar & Associates uses at least 1 format(s):
Bondar & Associates Email FormatsExamplePercentage
FLast@bondar-associates.comJDoe@bondar-associates.com
40%
Last@bondar-associates.comDoe@bondar-associates.com
10%
FLast@bondar-associates.comJDoe@bondar-associates.com
40%
Last@bondar-associates.comDoe@bondar-associates.com
10%

Frequently Asked Questions

What is Bondar & Associates's phone number?

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You can contact Bondar & Associates's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bondar & Associates's official website and social media links?

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Bondar & Associates's official website is bondar-associates.com and has social profiles on LinkedIn.

What is Bondar & Associates's SIC code NAICS code?

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Bondar & Associates's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does Bondar & Associates have currently?

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As of December 2025, Bondar & Associates has approximately 4 employees across 1 continents, including North America. Key team members include President: D. G.Facilities Manager: L. S.. Explore Bondar & Associates's employee directory with LeadIQ.

What industry does Bondar & Associates belong to?

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Bondar & Associates operates in the Financial Services industry.

What technology does Bondar & Associates use?

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Bondar & Associates's tech stack includes Facebook PixelCalendlyOneTrustFont AwesomejQuery UIGoogle MapsreCAPTCHAGoogle Tag Manager.

What is Bondar & Associates's email format?

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Bondar & Associates's email format typically follows the pattern of FLast@bondar-associates.com. Find more Bondar & Associates email formats with LeadIQ.

When was Bondar & Associates founded?

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Bondar & Associates was founded in 1996.

Bondar & Associates

Financial ServicesCalifornia, United States2-10 Employees

Financial planning can feel overwhelming, but you don’t have to navigate it alone. As experienced professionals, we’re here to help you identify your needs and recommend the insurance and financial products best suited to your objectives.

Feel free to explore our website as a resource, and contact us to schedule a complimentary meeting. Our initial focus will be to show you how to increase your wealth accumulation without adding to your current financial commitments. It’s a unique opportunity worth exploring, and we’d love to help you get started.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

Neither Bondar & Associates Financial and Insurance Services nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

Bondar & Associates Financial and Insurance Services is not owned or operated by New York Life Insurance Company or its affiliates.

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

4366 Auburn Blvd, Sacramento, CA 95814
(916) 483-0300

CA License #0B81403

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Bondar & Associates's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Bondar & Associates's revenue is estimated to be in the range of $1M$10M

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