Frank Bonfiglio Email & Phone Number

Partners Wealth Management, Inc. (PWM) is an independent wealth management firm dedicated to serving affluent clients by providing comprehensive, integrated planning and investment services. We act as advocates on behalf of individuals, families, and businesses who require highly specialized financial and advisory services.Our mission is to empower our clients to develop, articulate, and implement a comprehensive wealth management plan which will clarify their ultimate goals and provide the confidence necessary to achieve them. Our job is to ask tough questions, design creative solutions, coordinate planning resources, secure financial instruments, and manage performance results for our clients.*Frank is not registered to sell securities or provide Investment Advisory Services. Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Partners Wealth Management is a member of Partners Financial. Kestra IS and Kestra AS are not affiliated with Partners Wealth Management or PartnersFinancial. Kestra IS and Kestra AS do not provide tax or legal advice. Registered representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all members of Partners Wealth Management offer securities or investment advisory services. (www.finra.org) (www.sipc.org).Specialties•Personal Planning•Business Planning•Investment Management•Risk Management•Special-needs Planning

Listed skills include Management, Finance, Wealth Management, Securities, and 16 others.

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  Roosevelt University

  Accounting And Finance