Bonnie L. Wendell

Retirement & Insurance Advisor

“We must educate our clients through honesty and transparency in order for them to make the best choices for their future – that’s the first step.”

I have been in the Financial Services industry for 16 years.  I will work one-on-one with you to make sure that you get the financial solutions that meet your particular needs and circumstances.   I will help you plan for the future and preserve your assets and estate with low or no risk investments. My goal is to build long-lasting relationships and provide you with a high level of service for many years to come.  

Being independent allows me to serve you in a unique way.   There is no fee for consultations and I am not captive to any one company. This allows me to search and investigate, with numerous resources, the best solution to suit your needs. My goal is to do what is best for you and for your heirs in years to come, by helping you achieve the peace of mind that comes with knowing that you have taken action towards the road to financial security.