Bodnar Financial Advisors, Inc.

Bodnar Financial Advisors, Inc. A financial planning company serving individuals and families in New Jersey, the greater tri-state area, and NJ "expats." Learn more at www.bodnar.net.

As a full-service financial planning company, we believe money is a tool to help people work toward their life goals with a sense of financial confidence. Whether you are a young couple trying to buy a home, a professional working toward retirement, a grandparent opening a 529 plan for the grandkids, or a widow closing an estate, we provide financial services for every chapter of life. There is no

minimum net worth required to be a Bodnar Financial Advisors client. We believe that everyone deserves sound financial advice no matter what their starting balance is. The team, led by John Bodnar (CFP® CIMA®), provides qualified advice and competitively priced services in the following areas:

Risk Management:

Medicare/Medicaid planning
Disability income insurance
Life insurance
Long-term-care & Nursing Home insurance
Personal and Business liability (umbrella) coverage
Health insurance
Medical Savings Accounts (MSA)

Retirement Planning:

Retirement cash flow study
Social Security benefit estimates
IRA and IRA rollovers
Pension plans
401(k) plans
Simplified Employee Pensions (SEP)

Estate Planning:

Simple wills and Guardianship of children
Living wills, right-to-die and medical directives
Estate tax analysis and calculations
Use of Trusts to reduce estate and inheritance taxes
Power-of-attorney
Last-to-die (survivorship) life insurance
Irrevocable life insurance trusts

Financial Planning Services:

Mortgage refinance analysis
Cash flow and budgeting
Credit card and consumer spending counseling
Analysis of corporate downsizing severance packages
Coordination of attorney, CPA or tax consultants to form an effective professional service network
Ongoing monitoring of client's financial strategy and implementation of financial plan

Investment Management:

Risk tolerance testing
Asset Allocation study
Portfolio Management*
Managed Futures*
Individual stocks and bonds*
EE & HH Savings bonds
Real estate limited partnerships and REITS*

*Securities offered through LPL Financial.

Our annual Valentine's Day Luncheon was held 2/13/26 at the Park Avenue Club. We had a presentation by a park ranger fro...
02/17/2026

Our annual Valentine's Day Luncheon was held 2/13/26 at the Park Avenue Club. We had a presentation by a park ranger from Morristown National Historical Park about women's roles during the Revolutionary War with audience participation. A fun time was had by all.

Our annual Valentine’s Day luncheon saw our group aproned up and put to work! We were treated to a pasta making class a...
02/18/2025

Our annual Valentine’s Day luncheon saw our group aproned up and put to work! We were treated to a pasta making class and lunch with the wonderful team from Healthy Italia in Madison, and I would highly recommend their services.

Thank you to everyone who was able to join us for our 2024 Holiday Party. It was a wonderful evening full of merriment,...
12/19/2024

Thank you to everyone who was able to join us for our 2024 Holiday Party. It was a wonderful evening full of merriment, food, drinks, and the company of friends.

Our 18th annual Valentine’s Day Luncheon was a success! This event is a way to let our widowed and single women clients ...
02/21/2024

Our 18th annual Valentine’s Day Luncheon was a success! This event is a way to let our widowed and single women clients know we're thinking of them during this often emotional holiday. This year, we heard from Kristin Elliott about her new book "You All Look Alike," a memoir about running a family greeting card business in Massachusetts from the late 1940s to early '60s with humor and stories on the importance of family. Check it out on Amazon: https://a.co/d/5tSJ5ro

Download our one-pager guide to 2024 financial information that all savers should know, such as deadlines, tax brackets,...
01/18/2024

Download our one-pager guide to 2024 financial information that all savers should know, such as deadlines, tax brackets, exclusions, deductions, premiums, contribution limits, and more!

2024 financial data that all savers should know, including tax deadlines, tax brackets, exclusions, deductions, premiums, contribution limits, and more.

Significant uncertainties abound and a partisan election looms. Read some of our market musings below as we begin 2024!
01/12/2024

Significant uncertainties abound and a partisan election looms. Read some of our market musings below as we begin 2024!

Significant uncertainties abound and a partisan election looms. Here are some of our market musings as 2024 begins.

It's beginning to look a lot like Christmas at BFA! 🎄🌟
12/13/2023

It's beginning to look a lot like Christmas at BFA! 🎄🌟

One week to go... don't forget to RSVP!
12/07/2023

One week to go... don't forget to RSVP!

If you were born before Jan. 10, 1973, you’ve already lived through THREE times the stock market went down by roughly ha...
11/30/2023

If you were born before Jan. 10, 1973, you’ve already lived through THREE times the stock market went down by roughly half. Join our webinar to learn how bear markets play a critical role in successful investing, if you can bear them. (See what we did there?)

10/14/2023

It is completely human to feel horrified by the news, we are too. Please know that as you process, we are here to help you stay on track with your goals.

Address

248 Columbia Tpke Ste 108A
Florham Park, NJ
07932

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19739666939

Website

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