Broker Check


I offer comprehensive wealth management services. I can help develop a financial plan that takes into account your financial circumstances, tax status and risk tolerance level, and considers your college, retirement, risk protection, and estate planning goals.

Retirement planning, education planning, elder care planning, risk management and so much more. I offer my clients multi-faceted solutions and life-relevant advice to meet their growing financial needs.

Financial Services*

  • Fee based wealth management
  • Qualified retirement plan solutions for small businesses
  • Term and Universal Life Insurance
  • 529 College Savings Plans
  • Long Term Care Solutions
  • Estate and Gift Tax Planning
  • Trusts
  • 401k Rollovers
  • IRAs
  • Roth IRAs
  • SEPs
  • Supplemental Needs Trust Planning

*Joe Bonfiglio offers these services through his/her affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM


I provide the following tax services to individuals:

  • Tax Planning,
  • Federal and State Tax Preparation, and
  • Standard and electronic tax filing.