Bonn Financial and Insurance Services

Our desire to help people is central to our business practice.  Today more than ever, clients are looking for guidance to make practical sense of their financial situation after years of building the capital necessary to meet their future retirement income needs.

In an age when financial companies are willing to substitute technology for personal contact, our  commitment to you is:

  • Face-to-face confidential consultations
  • Customized analysis and design
  • Personalized recommendations
  • Periodic monitoring of our continued progress toward achieving your goals

To that end,we not only help our clients build and protect their wealth, but more importantly help them manage their money in a practical manner to get more out of life.

The greatest satisfaction we receive from our work comes from knowing that at the end of the day we have helped someone. This is what we do; help people make themselves be happy with their money.

Harry Bonn CA License # 0574947
David Bonn CA License # 0E26844 
 
 
 
Bonn Financial and Insurance Services is not affiliated with MetLife Securities, Inc