Andrew Bondar

About Andrew Bondar

Financial planning can feel overwhelming, but you don’t have to navigate it alone. As experienced professionals, we’re here to help you identify your needs and recommend the insurance and financial products best suited to your objectives.Feel free to explore our website as a resource, and contact us to schedule a complimentary meeting. Our initial focus will be to show you how to increase your wealth accumulation without adding to your current financial commitments. It’s a unique opportunity worth exploring, and we’d love to help you get started.I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Neither Bondar & Associates Financial and Insurance Services nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Bondar & Associates Financial and Insurance Services is not owned or operated by New York Life Insurance Company or its affiliates.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.4366 Auburn Blvd, Sacramento, CA 95••••••••00My California Insurance license number is 0B81403

Experience

1. CEO

   Bondar & Associates

   Jun 1996 — Present

   In 1996, Andrew Bondar launched Bondar & Associates and has assembled an extremely competent staff. To keep pace with clients\' wants and needs, Bondar & Associates offers a sound philosophy, quality service, and a variety of financial and insurance products. By using a cohesive and holistic approach, we seek to help you make your money productive and efficient in its performance over time. We strive to keep our clients informed and to help them achieve their maximum wealth potential by using a financial principle of keeping money in motion. Please visit us at

Education

• College of Sukhumi, Georgia

  Bachelor's of Fine Arts, Education

  1983 — 1987

Skills

• Time Management
• Securities
• Retirement
• Annuity Sales
• Strategy
• 401k Rollovers
• Legacies
• Crpc
• Financial Planning
• Mortgage Lending
• Mutual Funds
• Business
• Trusts
• Gifting Strategies
• Multi-Generational Wealth Transfer
• Wealth
• Investments
• Relationship Management
• Small Business
• Health Insurance
• Sales
• Wealth Preservation Planning
• Clu
• 401k
• Licensed Life Insurance Agent
• Financial Education
• Employee Benefits
• Term Life Insurance
• Personal Finance
• Protection Planning/Family Security
• Key Person Protection
• Financial Services
• Insurance
• Financial Advisory
• Disability Insurance
• Fixed Annuities
• Long-Term Care
• Lutcf
• Iras
• Multi-Generational Planning