About Our Firm
Bednarz Financial Group, an independent investment firm with no commitments to specific financial products, offers unbiased advice tailored to your specific needs. Our purpose is to help clients craft personalized financial plans, targeting their unique needs and aspirations. Leveraging both personal and professional experience in investment planning, our goal is to drive long-term financial success. Our well-rounded team possesses deep knowledge in investments, taxes, and insurance.
Catering to clients primarily in northeast Pennsylvania, our reach extends coast-to-coast. Even if relocation takes you far from us, we take pride in maintaining our relationship. We make every effort to ensure personal service remains at the forefront, gladly offering video meeting services when in-person collaboration is not possible. Our mission is to be your trusted partner, wherever life takes you, as we strive to guide you on a path to financial prosperity.
Services Provided
Financial Planning
We will look at your entire financial picture and make recommendations to help you to achieve your short- and long-term financial goals.
Investment Management
Our investment management services include asset allocation, financial statement analysis, fund selection, monitoring of existing investments, and portfolio strategy and implementation.
Retirement Planning
Retiring can be confusing and overwhelming. Let Bednarz Financial Group help you navigate this new chapter to help ensure you can comfortably enjoy the rewards of your hard work!
Estate Planning
We can assist you in developing a strategy for the administration of your assets and help ensure you have the proper plan in place to make this process easy on your loved ones.
Tax Planning and Preparation
Understanding and managing taxes are vital to your financial success. Bednarz Financial Group provides comprehensive tax planning and preparation services to help minimize your liabilities and ensure you remain compliant with all relevant tax laws.
**Cadaret Grant & Co, Inc and its representatives do not provide tax or legal advice. Tax advice provided solely by Portanova Financial Services**
Our Mission
At Bednarz Financial Group, we're committed to helping sculpt a secure financial future for individuals and families in northeastern Pennsylvania and beyond. Through personalized consultation and meticulous planning, we accommodate the dreams you have for your life, now and in the years to come. By leveraging a robust portfolio of services tailored to fit your unique needs, we can help empower you to reach your financial milestones with confidence.