Bull and Bear Go To Market
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job

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

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

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

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

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