Mondello Financial Services

The Buzzards Bay Financial Planning team provides a holistic approach to financial strategizing that encompasses all aspects of your life-well beyond your finances. We obtain a thorough understanding of your obligations and lifetime goals in order to design your comprehensive financial strategy. We work with individuals and couples to help budget and strategize for all of life's events.

BBAYFP, LLC is a comprehensive financial services firm located in New Bedford, MA, specializing in financial planning and investment services. As experienced financial advisors, we offer a wide range of solutions tailored to meet your unique financial goals. Our expertise spans various investment options, including bonds, common stocks, and government securities. We provide guidance on retirement planning through Traditional, Roth, SEP, and SIMPLE IRAs, as well as 401(k) and 403(b) plans. Our services extend to educational IRAs, college plans, and estate planning, ensuring a secure future for you and your loved ones. We also offer brokerage accounts, treasury bills, and variable annuities for diverse investment strategies.