Because achievement comes in many forms FP: Individual Tax & Financial Planning
EB: Employee Benefits RP: Retirement Plans

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Joseph F. Bonasera image
Joseph F. Bonasera
President
CO: Corporate division

Phone: (781) 761-1623

Joseph Bonasera founded Summit Financial in 1993 to provide clients with the kind of personalized attention that he hadn't found in his previous 20 years working in the financial services industry.

He built Summit Financial on two key concepts: first that every client should feel like they are the only client, and second that the corporate environment should be one that supports the personal growth and professional fulfillment of every member of the Summit Financial team.

Summit Financial's strength lies in the handpicked team of people who, like Joe, are motivated to succeed, effective communicators, respectful of their clients and co-workers, and strive to be the best they can be.

Joe has over 40 years of experience in the sales, service, and administration of employee benefit and retirement plans - the most rewarding of which have been the past twenty years running Summit Financial Corporation.

Educational and Professional Background:

Bowdoin College-B.A. 1973
Northeastern University-M.B.A. 1981
Bentley College-M.S.T. 1983

FINRA Securities Registrations, Series 1, 65

Joe maintains the following professional designations awarded by The American Society of Pension Professionals & Actuaries (ASPPA): Qualified Plan Administrator (QPA) and Qualified Plan Financial Consultant (QPFC)

Personal:

A resident of Winchester, Massachusetts, Joe and his wife, Marlene, have three daughters and six wonderful grandchildren who they love to take fishing off the mid coast of Maine.

 

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Securities and advisory services offered through Commonwealth Financial Network, Member www.finra.org and www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services, as well as benefits consulting and plan administration, offered by Summit Financial Corporation are separate and unrelated to Commonwealth. Fixed insurance products and services, as well as tax services, offered by Summit Financial Strategies, Inc. are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, ME, MD, MA, MI, NV, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VT, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.