Bruno Financial
Financial Services - Thousand Oaks, California, United States
Bruno Financial Employees
Bruno Financial Details
Here at Bruno Financial we believe that the most important aspect to financial planning is knowing who you are as a person. We take the time to get to know our clients on a personal level and we pride ourselves on being a boutique wealth management firm that cares. Having been in business since 1970, we know that it takes time and strategy to develop the right plan that meets our client's needs and fits their goals and most importantly their values. We take a holistic approach when working with our clients and always approach each plan recognizing the unique needs of that individual. At Bruno Financial, you are more than just a number, you are family.Bruno Financial is not a registered broker/dealer or registered investment advisory firm • Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC • Investment Advisory Services offered through Avantax Advisory ServicesSM • Insurance services offered through Avantax Insurance AgencySM | www.finra.org | www.sipc.orgPlease visit https://www.avantax.com/legal/social-media-policy/ for more information.
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