Founded in 1996
Andrew Bondar launched the firm that year.
Bondar & Associates
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About Bondar & Associates
Founded in 1996. Bondar & Associates is a Sacramento financial services firm offering personalized financial guidance and investment planning. Its services address retirement funding, wealth preservation, estate planning, and business succession. The firm develops customized approaches for clients, including strategies for transferring wealth, protecting assets, and planning for the continuation of a business. It also offers access to collaborative technology resources, including a personal financial website, an electronic vault, and virtual meetings. The firm describes its approach as holistic and offers financial and insurance products. Its planning topics include aligning portfolios and retirement accounts with estate plans, charitable gifting strategies, and succession considerations for business owners. Bondar & Associates was launched by Andrew Bondar.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of Bondar & Associates and not provided by the business.
Services & specialities
Highlights
Estate planning
Strategies address wealth transfers and legacy protection.
Business succession
Planning for business transitions and continuity.
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