Our team has more in common with our clients than with the industry.

We think we’d be a good fit if any of these words describe you.

At Bond Financial, we work best with those who share these traits with us.

Optimist

You always look on the bright side and believe that you can do anything you set their mind to.

Explorer

You are fearless, decisive, and confident because you know your best years are still ahead of you.

Dreamer

You love to dream big – whether its in regard to how you take care of your family or just live the life you want to live.

Meet Dylan Bond

Dylan is our Founder and President. He founded Bond Financial Group with a simple mission: to protect and empower our clients. Over his 27 years in the industry, Dylan has been committed to empowering people at or near retirement to organize their finances and create a personalized Empowered Retirement Plan™ that is measurable and manageable so that they can focus on maximizing their retirement years and delivering a legacy for their families and charitable organizations.

When he’s not guiding our clients along their Empowered Retirement Journey™, Dylan is an avid outdoorsman, enjoying snowmobiling, hunting, and golf. He lives in East Longmeadow, MA, with his wife, Sandy, and his children, Grace, James, and Lila.
Schedule a meeting today

John Gillis

Director of Operations
John's Bio

Wanda Fontanez

Director of Client Services
Wanda's Bio

Jeremy Stefanik

Paraplanner
Jeremy's Bio

James Bond

Marketing Specialist
James' Bio

Sandy Bond

Event Coordinator
Sandy's Bio

Start planning your empowered future

Main Office
180 Denslow Road, Suite 2
East Longmeadow, MA 01028
  • 413.754.4747
Satellite Office
360 Bloomfield Ave, Suite 301
Windsor, CT 06095
  • 860.272.9120

Copyright ©️ 2023 Bond Financial Group – All Rights Reserved

The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Bond Financial Group in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
Bond Financial Group does not provide tax or legal advice. All information or ideas provided should be discussed in detail with an advisor, tax professional or legal counsel prior to implementation.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services provided by Bond Financial Group, Inc.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Any media logos and/or trademarks contained herein are the property of their respective owners, and no endorsement by those owners of Dylan Bond or Bond Financial is stated or implied.

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John Gillis

Director of Operations

A Boston-area native, John relocated to western Massachusetts in 2004, ultimately settling in West Springfield with his wife, Alyssa, in 2012. Prior to joining BFG in March 2023, John spent 12 years working in credit and lending for a large financial services company.

When he’s not making sure BFG is operating at its best, John is an avid Red Sox baseball fan and traveler. He most enjoys spending time with his family, especially his children, JP and Anna; his nieces, Brooke, Mackenzie, and Olivia; and his nephew, Cole.

Wanda Fontanez

Director of Client Services

Wanda has over 20 years’ experience in the finance industry, having worked for over 10 years at MassMutual in the brokerage department and for three years at Wealth Technology Group as an independent advisor before joining BFG in February 2013. Wanda lives in Springfield, MA, with her two daughters, Celyna and Kasandra, and her granddaughter, Allyse.

When she’s not stunning our clients with exceptional, personalized service, Wanda enjoys spending time with her family and friends, traveling, swimming, crafting, event coordination, and riding her motorcycle.

Jeremy Stefanik

Paraplanner

Jeremy joined BFG in May 2021 while attending Eastern Connecticut State University, soon after graduating with a B.A. in business administration. Jeremy is on the board of directors of the Shaker Pines Lake Association (S.P.L.A.) and serves on the property committee. He became the association’s treasurer in June 2023.

When he’s not ensuring BFG is thoroughly prepared to meet our clients’ needs, Jeremy enjoys spending time with his friends and family, playing tabletop games, and relishing lake life.

James Bond

Marketing Specialist

James joined BFG in September 2022, shortly after graduating high school. He is currently working toward a degree in business administration at Asnuntuck Community College in Enfield, CT. James also works as a college sports data scout and enjoys traveling around the area to watch college games while doing so.

When he’s not finding ways of reaching new people to empower, James enjoys performing unnecessarily dangerous stunts, spending time in casinos, driving (and generally destroying) very expensive vehicles, drinking shaken beverages, and introducing himself last name first.

Sandy Bond

Event Coordinator

Sandy grew up on the south shore of Long Island, NY and lived there through early adulthood. She went to school for fashion retail merchandising and spent many years working in the industry before moving on to tackle the toughest job of all: full-time mom! She and Dylan met in 1996, married in 2000, and settled in East Longmeadow, MA to start their family.

When she’s not planning extraordinary events for our clients, she enjoys being active in the community, reading, gardening, decorating, and spending time with family.