Insights

Personalized Financial Planning Bondar & Associates specializes in personalized financial planning with a focus on wealth accumulation and solutions for retirement, college funding, and long-term care, offering opportunities to tailor insurance and investment products for high-net-worth individuals and those seeking comprehensive financial advice.

Insurance and Investment Integration The company provides a combined approach of insurance and investment advisory services through partnerships with firms like New York Life and Eagle Strategies, which opens avenues for cross-selling products such as life insurance, annuities, and securities to existing clients.

Digital Engagement Tools Utilizing technology like Calendly, Google Maps, and Facebook Pixel suggests a proactive online presence and streamlined client engagement, offering opportunities to enhance digital marketing efforts and automate outreach to attract new prospects.

Growth Potential With a revenue range of 1 to 10 million USD and a small team, there’s significant room for expanding the client base by targeting individuals and families in Sacramento and beyond, emphasizing personalized service and expanding service offerings.

Market Positioning Operating within a competitive segment with firms like Gensler and HOK, Bondar & Associates can differentiate through specialized financial planning expertise, emphasizing bespoke solutions and personalized client service to attract clients seeking tailored financial strategies.

Similar companies to Bondar & Associates

Bondar & Associates Tech Stack

Bondar & Associates uses 8 technology products and services including Facebook Pixel, Calendly, OneTrust, and more. Explore Bondar & Associates's tech stack below.

  • Facebook Pixel
    Analytics
  • Calendly
    Appointment Scheduling
  • OneTrust
    Cookie Compliance
  • Font Awesome
    Font Scripts
  • jQuery UI
    Javascript Libraries
  • Google Maps
    Maps
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management

Media & News

Bondar & Associates's Email Address Formats

Bondar & Associates uses at least 1 format(s):
Bondar & Associates Email FormatsExamplePercentage
FLast@bondar-associates.comJDoe@bondar-associates.com
40%
Last@bondar-associates.comDoe@bondar-associates.com
10%
FLast@bondar-associates.comJDoe@bondar-associates.com
40%
Last@bondar-associates.comDoe@bondar-associates.com
10%

Frequently Asked Questions

Where is Bondar & Associates's headquarters located?

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Bondar & Associates's main headquarters is located at 4366 Auburn Boulevard Sacramento, California 95841 United States. The company has employees across 1 continents, including North America.

What is Bondar & Associates's phone number?

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You can contact Bondar & Associates's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bondar & Associates's official website and social media links?

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Bondar & Associates's official website is bondar-associates.com and has social profiles on LinkedIn.

What is Bondar & Associates's SIC code NAICS code?

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Bondar & Associates's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does Bondar & Associates have currently?

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As of March 2026, Bondar & Associates has approximately 4 employees across 1 continents, including North America. Key team members include President: D. G.Facilities Manager: L. S.. Explore Bondar & Associates's employee directory with LeadIQ.

What industry does Bondar & Associates belong to?

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Bondar & Associates operates in the Financial Services industry.

What technology does Bondar & Associates use?

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Bondar & Associates's tech stack includes Facebook PixelCalendlyOneTrustFont AwesomejQuery UIGoogle MapsreCAPTCHAGoogle Tag Manager.

What is Bondar & Associates's email format?

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Bondar & Associates's email format typically follows the pattern of FLast@bondar-associates.com. Find more Bondar & Associates email formats with LeadIQ.

When was Bondar & Associates founded?

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Bondar & Associates was founded in 1996.

Bondar & Associates

Financial ServicesCalifornia, United States2-10 Employees

Financial planning can feel overwhelming, but you don’t have to navigate it alone. As experienced professionals, we’re here to help you identify your needs and recommend the insurance and financial products best suited to your objectives.

Feel free to explore our website as a resource, and contact us to schedule a complimentary meeting. Our initial focus will be to show you how to increase your wealth accumulation without adding to your current financial commitments. It’s a unique opportunity worth exploring, and we’d love to help you get started.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

Neither Bondar & Associates Financial and Insurance Services nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

Bondar & Associates Financial and Insurance Services is not owned or operated by New York Life Insurance Company or its affiliates.

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

4366 Auburn Blvd, Sacramento, CA 95814
(916) 483-0300

CA License #0B81403

Section iconCompany Overview

Headquarters
4366 Auburn Boulevard Sacramento, California 95841 United States
Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Bondar & Associates's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Bondar & Associates's revenue is estimated to be in the range of $1M$10M

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