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Michael Barney Bono is a financial advisor at Lake Tahoe Wealth Management, Inc. based in Folsom, CA and Corning, NY. Michael Bono holds the Certified Financial Planner designation. Michael Bono has been in the financial industry since March 2008. Michael Bono is currently registered with Lake Tahoe Wealth Management, Inc. in New York and Texas. Michael Bono specializes in Retirement planning, College savings, Estate planning and Insurance planning.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Test drive educational services & tax services
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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CA
10/01/2024 - Present
Lake Tahoe Wealth Management, Inc. (FOLSOM CA)
Active
Inactive
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