Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Quinn Bonfini is a registered Investment Advisor Representative with Steven G. Blum AND Associates, LLC. Mary Quinn Bonfini has been in the industry since January 2004. The firm specializes in providing financial planning and portfolio management services for individuals and high net worth individuals. The firm's main office is located in Swarthmore, Pennsylvania.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
01/03/2011 - Present
Steven G. Blum AND Associates, LLC (SWARTHMORE PA)
Active
Inactive
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