Salvatore Bonetti - Morgan Stanley Smith Barney Financial Advisor

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For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

Associations

Androscoggin County Chamber of Commerce
Greater Portland Chamber of Commerce
Military Officers Association of America

Bulletin Board

You've worked hard to build your wealth for retirement. We can work with you to develop a plan so your wealth works just as hard - to help you get the most out of life after retirement.
I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
Please contact us to schedule your Quarterly Review.

Salvatore Bonetti is licensed in the following state(s): AL, CO, CT, FL, MA, ME, NH, NJ, NY, RI, TN, VT

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

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*Includes years at Smith Barney, affiliates and predecessor firms.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.