Bonnie McGonigle's Biography

BIOGRAPHY OF
BONNIE MCGONIGLE

Business Address:
The Ben
834 Chestnut Street, Suite 315
Philadelphia, PA 19107

Bonnie has been with Professional Planning Associates for 3 years while pursuing her degree from St. Joseph’s University, where in 2007 she acquired a Bachelor's Degree in Finance.

Bonnie is a Retirement Plan Administrator

Customer Service Duties:

Open new Company-Sponsored Group Retirement Plans for our business clients.

Well-versed in different types of retirement plans: 401(k), 403(b), Single K, SIMPLE IRA, SEP IRA.

Act as liaison between clients and fund companies.

Provide assistance to participants in accessing their accounts and performing transactions.

Obtain proposals for fixed and variable annuities.

Research new and alternative investments, such as REIT’s, EFT’s and Socially Responsible investments.

Let Professional Planning Associates help you protect
your assets and grow your business.

To schedule an appointment, or for more information,
call us today at 215.875.8666

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	Securities & Financial Planning offered through LPL Financial, Member FINRA/SIPC The LPL representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, DE, FL, MA, MD, NC, NJ, NY, PA The Offices at the Ben ● 834 Chestnut Street ● Suite 315 ● Philadelphia, PA 19107 ● 215.875.8666 ● 215.875.8745 FAX Professional Planning Associates, Inc©2006 · All Rights Reserved This site designed, hosted and maintained by Computer Imaging & Applications • Contact Webmaster