Harry J Mentonis, CLU®, ChFC®, CASL®
Wealth Management Advisor


Bradford & Mentonis Financial Group

My Mission

To enrich the lives of the families and businesses we serve by helping to ensure that they are financially secure, achieving their objectives, and are able to give back to the communities they live in.

 

Personal Planning

Harry Mentonis works with individuals in a wide range of financial solutions from Insurance and Investment Planning to Wealth Management. Harry is committed to his clients’ financial security and leverages his education and strong work ethic to deliver financial solutions.

Harry works one on one with clients and specializes in creating plans to ensure that his clients and their families are on track to meet their stated objectives.

 

Business Planning

Harry's work with business owners follows the same value based approach he takes with his individual clientele. He works to clarify and help prioritize the owner’s goals and aspirations for their business before developing a financial strategy that helps align the business with the appropriate solutions.

Harry specializes in these Business Areas: Funding of Operating Agreements, Nonqualified Deferred Compensation Plans, Defined Contribution Plans, Defined Benefit/Profit Sharing Plans, helping to Retain and Reward Key Employees.

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck