Bondar & Associates Email Format

Financial ServicesCalifornia, United States2-10 Employees

Bondar & Associates is a financial services firm based in Sacramento, California, offering financial planning and advisory services to help individuals identify needs and select appropriate insurance and financial products. The firm emphasizes guiding clients through wealth accumulation and managing considerations across life events such as college funding, retirement, long-term care costs, and lifetime income strategies. It operates as an adviser offering investment advisory services through Eagle Strategies LLC, along with licensed insurance roles through New York Life Insurance Company and securities services via NYLIFE Securities LLC, aligning with the broader New York Life network. The organization positions itself within the financial services industry as a small practitioner focused on tailored guidance, and it operates from a single location in Sacramento with a small professional team. While it disclaims tax, legal, and accounting advice, it aims to provide analysis and recommendations to support client decision-making, referencing its affiliation with established carriers and advisors. A recent activity note indicates continued operations and service offerings in its local market.

Sign up for free to view info

Company overview Employee directory