Bonadio Group Wealth Management
GPTKB entity
Statements (47)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Insurance_Company
|
| gptkbp:conducts |
Market Research
|
| gptkbp:focusesOn |
Investment Management
Tax Efficiency Wealth Preservation |
| gptkbp:hasAwards |
Best Places to Work
Top Financial Advisors |
| gptkbp:hasClient |
High Net Worth Individuals
Small Businesses Non-Profit_Organizations |
| gptkbp:hasLocation |
gptkb:Buffalo,_New_York
gptkb:Syracuse,_New_York gptkb:Rochester,_New_York |
| gptkbp:hasPartnershipsWith |
Local Banks
Accounting Firms Legal Firms |
| gptkbp:hasRole |
Long-Term Investment Strategy
Client-Centric_Approach Holistic_Financial_Planning |
| gptkbp:hasSocialMediaPresence |
Facebook
|
| gptkbp:hasTeam |
gptkb:Certified_Financial_Planners
Tax Professionals Investment Advisors |
| gptkbp:hasWebsite |
www.bonadio.com
|
| https://www.w3.org/2000/01/rdf-schema#label |
Bonadio Group Wealth Management
|
| gptkbp:isKnownFor |
Comprehensive Solutions
Expertise in Tax Strategies Personalized_Service |
| gptkbp:isPartOf |
Bonadio_Group
|
| gptkbp:isRecognizedFor |
gptkb:FINRA
gptkb:SEC |
| gptkbp:offers |
Estate Planning
Financial Planning Educational_Workshops Insurance_Services |
| gptkbp:participatesIn |
Community Events
|
| gptkbp:provides |
gptkb:Risk_Management_Solutions
Charitable Giving Strategies Investment_Advisory_Services |
| gptkbp:serves |
Businesses
Individuals Families |
| gptkbp:specializesIn |
Retirement Planning
|
| gptkbp:uses |
Financial_Software
|
| gptkbp:wasFoundedIn |
2000
|