Vineyard

Bonner Smith LLC is a registered investment adviser dedicated to helping clients achieve their financial goals through comprehensive planning and personalized guidance. With a commitment to individual attention and the highest fiduciary standards, their team of certified financial planners focuses on creating positive financial futures for families and individuals alike.

Led by fiduciaries Keith Bonner and Susan Smith, Bonner Smith LLC emphasizes the importance of trustworthy relationships while striving to meet and exceed client expectations. Their expertise allows them to assist clients in navigating various financial challenges, from retirement planning to education savings, ensuring that clients' interests are always prioritized.

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