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Financial Planning

Financial Planning

We create strategies that are tailored to your needs and goals.

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Portfolio Managment

Portfolio Managment

Years of experience have prepared us to guide you through your life transitions.

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Financial Advisory

Financial Advisory

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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How We Work

Here at Bruno Financial we believe that the most important aspect to financial planning is knowing who you are as a person. We take the time to get to know our clients on a personal level and we pride ourselves on being a boutique wealth management firm that cares. Founded by Jim Bruno, Certified Financial Planner®, in 1970, we know that it takes time and strategy to develop the right plan that meets our client's needs and fits their goals and most importantly their values. We take a holistic approach when working with our clients and always approach each plan recognizing the unique needs of that individual. At Bruno Financial, you are more than just a number, you are family.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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