Jonathan Bomar

Credentials:
  • CFP®

Focus: Insurance Strategies, Retirement Strategies, College Funding Strategies, Risk Management Strategies, Investment Strategies

Languages: English

I offer an analysis of your current financial situation and help you:

  • Identify financial goals and concerns
  • Illustrate what is being done to reach your coals and deal with concerns
  • Identify gaps if present, and offer solutions to fill them

See Jonathan’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Jonathan

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Spectrum Financial Group

Main Office

13455 Noel Road 20th Floor
Dallas, TX 75240

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CRN201912-180567