Bond Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bond Financial Group, Inc. provides discretionary investment management and financial planning to individual and high‑net‑worth clients, and also offers periodic informational seminars on investments and personal finance for groups. The firm prepares client‑specific investment policy statements and delivers written or electronic financial plans covering areas such as retirement, estate, tax, business, and risk‑management planning.
The firm implements portfolios through approved third‑party sub‑advisers, selecting institutional money managers to provide niche allocations (including risk‑managed and income‑optimized strategies) and conducting ongoing due diligence on those managers. Client accounts are supervised on a discretionary basis consistent with each client’s stated objectives and are typically reviewed quarterly.
Noteworthy features include no‑charge educational seminars and that the firm’s principal is licensed to sell life and health insurance, which may result in separate commission‑based compensation for insurance transactions. The firm limits investment management to its approved sub‑advisers and requires use of its recommended custodian, which can restrict clients’ choice of execution venues compared with advisers that allow directed brokerage.
Client services
Expertise
Fee options
Financial planning fixed fee ranging from $500.00 to $5,000.00, negotiated based on complexity
Up to 2.00% annually
$250.00 per hour for financial planning services
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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 at Bond Financial Group, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Global Financial Private Capital, LLC from 2014 to 2018. Outside of advisory services, he is involved in the sales and servicing of fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides discretionary investment management and financial planning to individual and high-net-worth clients, utilizing third-party sub-advisers for portfolio implementation and offering educational seminars on investments and personal finance.
Jeremy S
Series 65
East Longmeadow, MA
Bond Financial Group, Inc.
Jeremy Stefanik is a financial advisor at Bond Financial Group, Inc. with one year of industry experience. He holds a Series 65 designation and prior to joining Bond Financial Group, he worked at Kohl’s and Bob’s Stores. In addition to his advisory role, he is licensed as an insurance agent, selling and servicing fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides discretionary investment management and financial planning to individuals and high-net-worth clients, utilizing institutional sub-advisers for portfolio management. The firm also offers educational seminars on investments and personal finance and prepares comprehensive client-specific financial plans.
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