At Bond Financial, Jesse Bond helps successful individuals and business owners take action toward their long-term financial goals. Our focus is to have a dramatic, positive, impact on the lives of our clients and their families. As a 44 year old family-owned business, we’ve developed strong long-term relationships with our clients and feel it's a privilege to serve them.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. 155 NE 100th St., #301, Seattle, WA 98125; (206) 832-0400 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. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. My California Insurance license number is 0E50411. Neither Bond Financial PLLC 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. Bond Financial PLLC is not owned or operated by New York Life Insurance Company or its affiliates.
Listed skills include Retirement Planning, Risk Management, Investments, Strategic Planning, and 27 others.