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Joseph R. Bonfiglio, CFP®, CLU, EA

Joe Bonfiglio, CFP

36 W Main St
Holmdel, NJ 07733
Phone: (732) 772-9000
Fax: (732) 772-9725

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Special Needs
  • Personal Taxes

 

How Planner Charges

Considerations: Engagement started with a comprehensive wealth management plan

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.