Bond and Devick

EST. AUM
$705,527,786

CONTACTS
2

CLIENT ACCOUNTS
1,301

Firm Details

Metro area Minneapolis
CRD Number 283682
Website bondanddevick.com
Client types

Overview

With over 80 years of combined experience, the team helps clients work towards their dreams. The Bond&Devick Team provides answers to complex financial issues everyone faces. They offer personalized Goals-Based Financial Planning services including: Retirement Planning, which addresses whether clients will outlive their assets; Investment Planning, which involves building a portfolio aligned with client goals; Retirement Income Planning, which focuses on managing income and cash (including maximizing Social Security benefits); Estate Planning, where they work with a client's attorney to ensure assets pass to heirs as efficiently as possible; Tax Planning, where they collaborate with a client's accountant to manage and reduce tax liability; and Risk Assessment, which ensures clients have enough and the appropriate kind of insurance. The team also offers Managed Accounts. They are able to choose investments they believe are the "best of the best," including mutual funds, load-waived mutual funds, and individual stocks and bonds, without clients paying a commission. Instead, their fee is based on the amount of assets they manage.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Bond and Devick

Platform Details

Investment Preferences

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Address

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