Salvatore "Sal" Bonetti

Credentials:
  • AIF®
  • ChHC®
  • CRPS®

Focus: Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies, LGBTQ, Charitable Giving, Military, Business Succession Planning, Risk Management Strategies, Estate Planning, Retirement Income Planning, Financial Education

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

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Falmouth Satellite Office

Satellite Office

75 Leighton Rd, #3
Falmouth, ME 04105

CRN201912-180567