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Intero Financial Planning
19025 York Road, Parkton, Maryland, United States
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About the Intero Financial Planning
Intero Financial Planning, located at 19025 York Road in Parkton, Maryland, is a finance institution dedicated to providing comprehensive financial planning services. Founded by Tom Bonvissuto, a seasoned veteran in the industry, Intero aims to educate and guide clients through the complexities of their financial world. As a fee-only, fiduciary firm, Intero addresses all aspects of a client's financial puzzle, aligning with other professionals to meet their needs.
Intero Financial Planning focuses on seven main areas of financial planning: Cash Flow and Investing, Retirement, Company Benefits, Children and College Planning, Estate and Aging, Risk Management, and Taxes. The firm believes in developing long-term client-planner relationships, adapting financial plans as life changes occur.
Whether you are a recent college graduate, a concerned parent, or a high school student, Intero offers educational seminars and workshops to help you gain financial confidence. The firm's process begins with a no-obligation, no-fee meeting to understand your financial challenges and goals.
Intero Financial Planning emphasizes the importance of a long-term advisor-client partnership to ensure financial stability throughout life. The firm not only implements financial plans and investment strategies but also monitors progress, meets periodically, and is accessible to help with ongoing financial needs and questions.
Photos of Intero Financial Planning
19025 York Rd, Parkton, MD 21120, United States
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