As a Certified Financial Planner practitioner and an Investment Advisor Representative with H.D. Vest Advisory ServicesSM, Joe Bonfiglio is committed to build an investment plan designed to meet your unique financial needs. He will provide valuable advice and services to help you pursue your personal financial goals, such as professionally managed investment accounts, retirement accumulation and d
istribution plans, college savings plans,, estate and legacy planning and tax planning. He will meet with you on a regular basis to continually monitor and assess your financial goals and make appropriate recommendations as needed. Vest for over 20 years. Areas of Specialty: Investment Management, Retirement Planning, Family Risk Management, Education Planning, Estate Planning, Cash Flow and Debt Management, Tax Planning, Special Situations Planning
Securities offered through H.D. Vest Investment ServicesSM, Member SIPC, www.SIPC.org, Advisory services offered
through H.D. Vest Advisory ServicesSM (collectively “H.D. Vest”), 6333 N. State Highway 161, Fourth Floor, Irving, TX
75038, 972-870-6000. Vest Advisors provide products and services for which they are appropriately licensed to offer and solicit. Investors should carefully consider their specific investment objectives and financial position before implementing any financial strategy. Vest and its affiliates do not provide tax or legal advice. Investors should consult with their tax or legal advisor regarding their specific situation. Vest and its affiliates are not affiliated with Facebook and have no control over how they and other third-party sites use the information you share. If you participate in this or other social networking sites, you should be familiar with their respective privacy/security policies, be knowledgeable about how account settings work, and be aware of how user information can be displayed and used throughout the site. For your own security, you should never communicate any personal or account information using these channels. Information posted on any of the social media platforms including third-party content, or hyperlinks to third-party content, is intended to provide additional perspective and should not be construed as an adoption or endorsement of any services, products, guidance, individuals, or points of view outside of H.D. Be mindful that our industry regulates how we can conduct conversations in these types of forums. Vest reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. It is important not to use this site or its messaging systems to request, authorize or effect the purchase or sale of any security, or other product. Any such orders will not be accepted and will not be processed by H.D.
