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Financial Services · Albany

Bonadio Wealth Advisors, LLC

About

Bonadio Wealth Advisors is at 6 Wembley Court in Albany, the wealth management arm of The Bonadio Group, a New York accounting firm founded in 1978. The group’s motto is big firm capability, small firm personality.

Advisors provide financial planning and investment management alongside the firm’s tax and consulting, and the TBG Talks podcast covers business topics.

What to know

  • The Bonadio Group is headquartered in Rochester.
  • Wealth advisory integrates with tax planning.
  • Founded 1978.
  • TBG Talks is the firm’s podcast.

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