Brenda Bagonis-Cooke is an Investment Advisor Representative and independent financial planner. Since 1990 Brenda has been working with clients to plan for the future from simple budget planning through complete financial advisory plans. Brenda has worked for both large and small firms including Merrill Lynch, Sovereign Bank, and Smith Barney, as well as Independent investment firms. In 2005, Brenda founded Asset Financial Services as an independent financial advisory firm, dedicated to personal regard for all clients despite the size of their portfolio - because everyone matters, and everyone deserves to have a solid plan for getting to...and through, retirement.
Brenda's approach to her business plan would allow her to focus on each client as an individual, and prioritize the varying unique needs and desires of each client. With a personal touch, Brenda believes that a financial advisor should not only earn your trust, but show through action that Asset Financial Services' employees truly care about those who put their faith in us.