Bona Financial Group LLC

CONNECT

Address:

500 West Putnam Avenue, Suite 400
Greenwich, CT 06830

Phone:

203-742-1463

John P. Bona

Financial Advisor

 

“Methods may change, but principles never do”.   Since I started my financial services career in 1982, technology has certainly changed the methods I use.  It is also true that the principles that defined the kind of advisor I wanted to be early in my career are the same principles I hold to today.

Over the years, I have mentored other financial professionals, contributing to their success.  However, the most gratifying aspect of my career is working with my clients.  My ability to help my clients reach their full financial potential is based not just on what I know, but more importantly, what I can communicate

Because we act on what we understand, I am constantly evaluating better ways to convey how money really works.  I participate in study groups and network with hundreds of like-minded advisors from all over the country who share my commitment to communicate financial concepts to our clients at a deeper level.

A core principle for me is how I view “trust”.  Trust is earned over time based on results.  I never ask clients to just take my word for anything, nor do I make a recommendation without first proving that it is the right thing to do based on their goals.

Earning trust is critical to me because the lifeblood of any business is new business.  Most of my new clients are referrals from existing clients.  When a client recommends me to someone, they are putting their name on the line, and I don't take that for granted.  My clients need to be confident that I will always protect the relationships they have with the people they introduce me to.

On a personal note, I have two children.  My wife Jeanine and I live in Armonk.