Planning Matters LLC
Categories
Financial - Investments/PlannersFinancial - Institutions/ServicesInsurance
Hours:
Monday - Friday 9 a.m. to 5 p.m.
Evening and Weekend Appointments Available
Driving Directions:
We are located on the north side of Route 146 in Clifton Park in a two-story building behind CVS, which is on the corner of Route 146 and Maxwell Road.
About Us
Our goal is to be your most trusted advisor providing personalized, comprehensive financial planning and wealth management services, while maintaining a commitment to excellence in serving you.
Rep/Contact Info
View Personal Bio
Vincent Bonanno Jr., JD, CFP®
Managing Partner
- Phone: (518) 348-1880, Ext. 102
- Fax: (518) 348-1885
- Send an Email
- 12213 Amberset Drive Knoxville TN 37922
Christopher Frances, CFS®, CLTC, CRPC®
Financial Advisor
- Phone: (518) 348-1880, Ext. 105
- Fax: (518) 348-1885
- 12213 Amberset Drive Knoxville TN 37922
