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Vincent Bonanno, Jr., JD, CFP®

Planning Matters LLC

58 Clifton Country Rd
Ste 200
Clifton Park, NY 12065
Phone: (518) 348-1880
Fax: (518) 348-1885

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Career Change
  • Investment Management
  • Estate Planning
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Succession Planning
  • Special Needs

 

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