Our business is built on a foundation of thoughtful client relationships. Brenda Bagonis-Cooke and Tony Bagonis are your dedicated team, here to help you meet your financial needs and achieve your financial goals, with ease and confidence. The Greatest Asset for young professionals to invest in is time.
The earlier you start investing gives your money more time to earn compound interest, and in time, you will be better off than starting late. Young professionals know that they are building the foundation for the rest of their life, and a significant part of future success is having a solid financial plan.
The earlier you start investing gives your money more time to earn compound interest, and in time, you will be better off than starting late. Young professionals know that they are building the foundation for the rest of their life, and a significant part of future success is having a solid financial plan.
Services
Asset Financial Services is an independent financial services firm and financial advisor, providing the full spectrum of financial services, that are designed specifically for each individual investor and business. Financial Plans and choosing investments can be simple to very complex. Asset Financial Services specializes in the individual's financial goals and needs with a comprehensive approach to all facets within your financial life.
Brenda Bagonis-Cooke is an Investment Advisor Representative and independent financial planner. Since 1990 Brenda has been working with clients to plan for the future from simple budget planning through complete financial advisory plans. Brenda has worked for both large and small firms including Merrill Lynch, Sovereign Bank, and Smith Barney, as well as Independent investment firms.
Individual and Joint Consultation-Full service financial planning begins with a game-plan or financial roadmap. Protection: of earning power otherwise known as risk management is the first level of any plan and is the 1st step in risk management. This can come in the form of insurance plan or appropriate strategies.
401(k) and other retirement plans should be analyzed annually to address the quality and compliance, as well as address plan costs including fees, investment expenses, record keeping costs, and other red flags within your employer sponsored plan.
Asset Financials Services will provide a complimentary, no obligation, analysis of your plan to notify you of potential cost savings if you join us, quality of the plan and investments, and other improvements that could be vital to the plan and participating employees.We have experience to help in the design and development of a customized Plan with documents and assessments to assure DOL and ERISA compliance.
Asset Financials Services will provide a complimentary, no obligation, analysis of your plan to notify you of potential cost savings if you join us, quality of the plan and investments, and other improvements that could be vital to the plan and participating employees.We have experience to help in the design and development of a customized Plan with documents and assessments to assure DOL and ERISA compliance.
Often changes in your life require an assessment of your situation and a plan to help you and loved ones move forward! Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Reviews (4)
Michael Hegele
Oct 12, 2021
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Shane Austin
Oct 06, 2020
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Pamela Carroll
Jun 04, 2020
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Working with this team not only gave me peace of mind about my finances, the overall experience educated and enlightened me so that I now feel empowered. They shared their expertise and led with their hearts too! I recommend them to anyone who needs a plan for their prosperity both now and in the future!
Joseph Orie
Jul 26, 2016
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Brenda is terrific! A true professional who's work ethic defines her invaluable character and her personality that will provide you with confidence. She's extremely well educated and her company's exemplary performance and long standing history provides diverse investment options which assures that your hard earned investment capital is handled effectively, efficiently and productively.
