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Bonnie Rule, Financial Advisor

FINANCIAL ADVISOR
Bonnie J Rule

59 Boniface Dr Suite B, Pine Bush, NY 12566opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • College Savings
  • Military Professionals & Veterans
  • LGBTQ+ Finances
  • Special Needs Financial Considerations

About Bonnie

Helping others has always been an integral part of who I am. My role as a financial advisor is a reflection of my passion for service. I truly love helping my clients and their families live their best financial lives and reach their goals.

Using an established process, I begin with a conversation focused on my clients and their goals, needs and values. With that understanding, I build customized financial strategies tailored specifically to their lives. My clients and I continue to have open conversations throughout the process, and I regularly review strategies and recommend modifications as my clients’ lives change....

Work History

  • Edward JonesSeptember 2022 to Current
  • CopartJuly 2021 to July 2022

Education

  • Marist CollegeCertificate

Personal Interests

  • Spending Time with Family
  • Hiking
  • Gardening
  • Pets
  • Crafts

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 09:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 09:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(845) 744-4402

Fax

(855) 507-3632

Office Address

59 Boniface Dr Suite B
Pine Bush, NY 12566opens in a new window

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