Stifel Bonnette Wealth Management Group

At our firm, we have a deep rooted family history in financial services. Jasper Garagozzo the father of our founder Joseph Garagozzo began the tradition well over half a century ago when he started his first CPA firm. Joseph Garagozzo has proudly been at the helm of our current wealth management company for over a quarter of a century and continues to operate his own CPA practice in harmony with the wealth management organization. Joseph's sisters Dawn and Mary are also a part of our team along with our newest addition Alana who is Joseph's niece and an intern soon to graduate from James Madison University with a degree in finance.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy