Advisor at Bond Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bond Financial Group, Inc.
Location
East Longmeadow, MA 01028
Credentials
Series 65
Industry experience
< 1 year
Jeremy Stefanik is a financial advisor at Bond Financial Group, Inc. He holds a Series 65 designation and has been with Bond Financial Group since 2021. Prior to his current role, he worked at Kohl's and Bob's Stores. In addition to his advisory work, he is also licensed as an insurance agent, focusing on fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides financial planning and discretionary investment management to individual and high-net-worth clients, managing approximately $43.9 million on a discretionary basis. The firm uses approved sub-advisers to implement portfolios and offers comprehensive planning services that include retirement, estate, tax, cash flow, insurance, and business planning.
Based on Bond Financial Group, Inc.
Based on Bond Financial Group, Inc.
$500 to $5,000 fixed fee for financial planning, negotiable
$1 - $500,000: 1.75% $500,000.01 - $1,000,000: 1.65% $1,500,000.01 - $2,000,000: 1.55% $2,000,000.01 - $2,500,000: 1.45% $2,500,000.01 - $3,000,000: 1.25% $3,000,000.01 - $3,500,000: 1.15% Above $3,500,000+: Negotiable
$250.00 per hour for financial planning, negotiable
180 Denslow Rd., Suite 2
East Longmeadow, MA 01028
Massachusetts
Bond Financial Group, Inc.
2025 - Present (1 year)
Bond Financial Group, Inc.
2021 - 2025 (4 years)
Kohl's
2020 - 2021 (1 year)
Bob's Stores
2019 - 2020 (1 year)
Bob's Stores
2016 - 2019 (3 years)
Full Time Student
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Springfield, MA
USA 401K
Series 63, Series 65
Holyoke, MA
Momentum Investment Management, LLC
CFP®
Longmeadow, MA
Toole Financial
CFP®, Series 63
Ellington, CT
Financial Answers, LLC
Series 65
East Windsor, CT
WPG Advisory Group, LLC
CFP®, Series 65
Tolland, CT
RidgePoint Wealth Advisors LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")