St. Bonore Financial Services Oak Harbor, OH

St. Bonore Financial Services

Comprehensive Financial Planning
to Make the Most of Every Moment

Helping Good People Lead Great Lives Since 1979

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Enjoy Today, Equip Tomorrow

If we could offer you one truth, it would be this: the next ten years of your life are going to be your best yet. You have more wisdom than you’ve ever had; you’re younger than you’ll ever be, and if you choose to, you can make every moment from here on out a great one. So, the question is—what does a great life look like to you? And how do you use your time and resources to build that kind of life?

At St. Bonore Financial Services, we’re here to help you answer those exact questions. We’re a family-owned and operated financial firm providing full-fledged planning for people who want to enjoy their lives and take care of their families. As CERTIFIED FINANCIAL PLANNERS™, we specialize in helping you manage your money well, support the ones you love, and plan for the retirement of your dreams. Whether you want to travel to Florida every winter or simply spend more afternoons at your grandson’s baseball practices, our mission is to help you make it happen. When you come to us for guidance, we review each part of your financial world so we can be sure you’re set up for success in every area of your life. Whenever you have questions about what direction to take or how to move forward, we’ll be there to show you the way.

Working with our family has taught us some important lessons, and one of them is that everyone deserves to be taken care of—completely, honestly, loyally. That’s why we’re committed to guiding you not just today, but for generations to come. When you trust us with your time and legacy, we take that seriously. We know you work hard to be there for others, so we’re going to be here for you.

Living Our Dream So
You Can Achieve Yours

As a father-daughter team that loves spending every day together, we’re honestly living our dream. The fact that we get to continue a legacy that began more than 40 years ago means the world to us, and we want our clients to have the same satisfaction with their own legacies. Working with us means putting your hopes in our hands, and that’s not a responsibility we take lightly. We’re not here to make a transaction and move on; instead, we establish lifelong relationships so we can support you for the long haul. That’s part of the reason we made this a family practice—we wanted to ensure our clients had the same peace about their futures as we do about the legacy of our firm.

Small Town State of Mind

We love serving the people of Oak Harbor because it means we get to know the families we work with on a personal level, and they get to know us. Our clients aren’t just people we meet in the office; they’re folks we live with every day. And around here, what you see is what you get. There are plenty of advisors in the industry who could manage your finances just as well, but while we take our work very seriously, we think our integrity and commitment should shine through in our service to clients. We’re small-town people at heart; we’ll always be there when you need us, and we wouldn’t have it any other way.

What a CFP® Means for You

As CERTIFIED FINANCIAL PLANNERS™, we’re committed to placing your interest above our own. We make a promise as your advisor to do what’s best for you, and that means evaluating every aspect of your financial world from our experienced and knowledgeable perspective. When we develop your plan, we ensure you’re meeting your goals as efficiently and effectively as possible while supporting your individual values. CFP®s also complete extensive coursework and training, so you can be confident you’ll receive a level of planning and guidance that meets an unmatched standard of excellence.