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Michael B

Series 63

Clark, NJ

LPL Financial

Michael Bonaccorso Sr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. His prior roles include ten years at Allied Wealth Partners and extensive experience with Tax Planning Group, LLC and Wealth Management Group LLC, entities he continues to be involved with. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technologies such as machine learning across discretionary and non-discretionary management services.

College savings (529s, UTMA, etc.)
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