Why Choose Luca, Bonino & Associates, LLC
At Luca, Bonino & Associates LLC Wealth Management we believe that lasting and meaningful relationships are built on mutual trust. We focus on providing excellent financial planning advice and a consistent high level of customer service. Our goal is to work with individuals, families and business owners who are motivated to seek out and implement the advice and guidance best suited for their needs.
To help you make prudent investment and financial decisions – we help you proactively manage your portfolio through quarterly and customized client service meetings. We believe that helping you to grow and preserve a lifetime of assets requires not only access to the industry best thinking, objective and unbiased research but also that it should take place in a relaxed and friendly environment.
Flexibility, approachability and professionalism – Those are the qualities that clients have told us that they appreciate in working with Luca, Bonino & Associates LLC. Your overall well-being is our first and foremost concern. That’s why so many of the relationships we have developed over the years with our clients have expanded to become cherished friendships.
We strive to provide all these attributes to you along with more than 17 years of industry experience and the vast resources of LPL Financial – The nation’s largest independent broker/dealer. *
We invite you to contact us to learn how we may be able to help you pursue your important financial and life goals.
*As reported by Financial Planning magazine, June 1996-2013, based on total revenue.