Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
Timing Your Retirement
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
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.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.