BONNER & SMITH

Bonner & Smith, LLC is a FEE ONLY comprehensive financial planning and investment management firm that specializes in active discretionary portfolio management, retirement planning, tax and estate planning... Bonner Smith, LLC is a FEE ONLY financial planning and investment management firm that specializes in portfolio management, retirement estate planning with the guidance of a Certified Financial Planner... As your financial advisor, you expect us to make thoughtful, carefully researched decisions, and to keep your best interest in mind. We use a similar approach when we make decisions about the service providers we employ to help us meet your financial objectives. As a result we have selected Fidelity Investments to be our custodian. Fidelity has been serving the needs of individual investors and investment professionals for nearly 60 years and, today, is one of the largest privately owned financial services companies in the world. As experts in the financial services field, they..

Also known as: Bonner & Smith, LLC

Primary location: Lubbock United States