“College? It’s not so far away. Thankfully, we have a plan in place for that.”
Jonathan D. Pond, LLC provides investment management and financial planning services to individuals and families at each stage of their financial journey. We focus on your retirement and estate planning goals, insurance, tax minimization, gifting strategies, and controlling investment risk so that you can focus on what matters most – enjoying the road ahead.
“We are so pleased that our investments are receiving the attention they need.”
Jonathan D. Pond, LLC provides investment management and financial planning services to individuals and families at each stage of their financial journey. We focus on your retirement and estate planning goals, insurance, tax minimization, gifting strategies, and controlling investment risk so that you can focus on what matters most – enjoying the road ahead.
“Me? I prefer to just to play a good game of golf and leave the investing to an experienced professional.”
Jonathan D. Pond, LLC provides investment management and financial planning services to individuals and families at each stage of their financial journey. We focus on your retirement and estate planning goals, insurance, tax minimization, gifting strategies, and controlling investment risk so that you can focus on what matters most – enjoying the road ahead.
“Reading is precious to me. And I don't mean reading a prospectus.”
Jonathan D. Pond, LLC provides investment management and financial planning services to individuals and families at each stage of their financial journey. We focus on your retirement and estate planning goals, insurance, tax minimization, gifting strategies, and controlling investment risk so that you can focus on what matters most – enjoying the road ahead.
“No question. In these volatile times, I'm glad to be relieved of the chores of following our investments.”
Jonathan D. Pond, LLC provides investment management and financial planning services to individuals and families at each stage of their financial journey. We focus on your retirement and estate planning goals, insurance, tax minimization, gifting strategies, and controlling investment risk so that you can focus on what matters most – enjoying the road ahead.
One Gateway Center • Suite 413 • 300 Washington St. Newton, MA 02458 • 617-243-0020
Jonathan D. Pond, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission • Legal • Privacy Notice • ADV 2A (PDF) • CRS FORM (PDF)
