Bond Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bond Financial Group provides investment management and comprehensive financial planning to individual and high‑net‑worth clients. The firm manages roughly $54.9 million on a discretionary basis for about 191 client relationships and offers services that include retirement planning, estate planning, cash‑flow and debt analysis, and risk‑management reviews.
The firm implements client portfolios by selecting and monitoring unaffiliated sub‑advisers and institutional managers, using individualized investment policy statements to set asset allocation targets and client‑specific restrictions. Bond relies on a hosted third‑party platform (FocusPoint Solutions) to access niche and institutional strategies and performs ongoing due diligence on those managers; it generally retains discretionary authority over hiring/firing sub‑advisers and portfolio decisions.
Uncommon features noted in the firm’s brochure include the offering of no‑charge educational seminars for groups and the fact that firm personnel are licensed to sell life and health insurance and may receive commissions for those product sales, with disclosures acknowledging the potential conflict and that such commissions do not offset advisory fees. The firm’s operational use of a third‑party hosting platform and manager conferences to broaden access to specialized allocations is a practice less typical for peers of similar size.
Client services
Expertise
Fee options
Fixed fee for financial planning ranging from $500 to $5,000, negotiable
$0 - $500,000: 1.75% $500,000.01 - $1,000,000: 1.65% $1,000,000.01 - $1,500,000: 1.55% $1,500,000.01 - $2,000,000: 1.45% $2,000,000.01 - $2,500,000: 1.35% $2,500,000.01 - $3,000,000: 1.25% $3,000,000.01 - $3,500,000: 1.15% Above $3,500,000.00+: Negotiable
$250.00 per hour, negotiable
Main office
180 Denslow Rd., Suite 2
East Longmeadow MA 01028
Advisors at this office
2
Most active in
Connecticut · Florida · Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Dylan B
Series 63, Series 65
East Longmeadow, MA
Bond Financial Group, Inc.
Dylan Bond is a financial advisor with Bond Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been associated with Global Financial Private Capital, LLC since 2014 and has worked at Bond Financial Services since 2000. In addition to advisory services, he sells and services fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides financial planning and discretionary investment management to individual and high-net-worth clients, managing approximately $43.9 million in assets. The firm develops individualized investment policies and implements portfolios through selected sub-advisers, offering comprehensive planning that includes retirement, estate, tax, cash flow, insurance, and business planning.
Jeremy S
Series 65
East Longmeadow, MA
Bond Financial Group, Inc.
Jeremy Stefanik is a financial advisor at Bond Financial Group, Inc. He holds a Series 65 designation and has been with Bond Financial Group since 2021. Prior to his current role, he worked at Kohl's and Bob's Stores. In addition to his advisory work, he is also licensed as an insurance agent, focusing on fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides financial planning and discretionary investment management to individual and high-net-worth clients, managing approximately $43.9 million on a discretionary basis. The firm uses approved sub-advisers to implement portfolios and offers comprehensive planning services that include retirement, estate, tax, cash flow, insurance, and business planning.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")