Anne Bondy

Certified Financial Planner at Integrated Wealth Management - Edison, NJ, US

Anne Bondy's Colleagues at Integrated Wealth Management
Valentino Mazzaferro

Registered Service Assistant --

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Craig Pine

Financial Advisor

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Stacey Arntz

Executive Adminstrative Assistant

Contact Stacey Arntz

Anne Bondy's Contact Details
Email (Verified)
***@iwmco.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
973-285-3600
Location
Goderich, Ontario, Canada
Company
Integrated Wealth Management
Anne Bondy's Company Details
Integrated Wealth Management logo, Integrated Wealth Management contact details

Integrated Wealth Management

Edison, NJ, US • 5 - 9 Employees
Financial Services

Integrated Wealth Management is a firm that provides comprehensive financial planning, asset management, investment and insurance consulting. Gary is an innovative force in the financial planning field. For over two decades he has taken a progressive approach in serving affluent business owners, families and individuals.As an outgrowth of Mr. Hager's emphasis on holistic planning, he has developed a system for investment success called the Hub and Spoke™ Wealth Integration model. The Hub and Spoke™ Wealth Integration model uses a carefully prepared Investment Policy Statement (IPS) coupled with a substantial allocation to alternative investment platforms. This system has achieved a remarkable consistency of positive returns in all market conditions for the past 11 years. Completing the process is an web based reporting system which is used by his clients to view their entire financial picture at one time and in one place from anywhere they may be.

Investment Strategies Insurance Consulting Advanced Retirement Planning Estate Planning and Asset Protection B2B Financial Services Financial Advisory Services
Details about Integrated Wealth Management
Frequently Asked Questions about Anne Bondy
Anne Bondy currently works for Integrated Wealth Management.
Anne Bondy's role at Integrated Wealth Management is Certified Financial Planner.
Anne Bondy's email address is ***@iwmco.com. To view Anne Bondy's full email address, please signup to ConnectPlex.
Anne Bondy works in the Financial Services industry.
Anne Bondy's colleagues at Integrated Wealth Management are Valentino Mazzaferro, Craig Pine, Stacey Arntz and others.
Anne Bondy's phone number is 973-285-3600
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