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About Bradford Financial Center
Bradford Financial Center is a respected financial institution that has been providing expert financial advice and services to clients for over 20 years. Led by a team of highly qualified and experienced financial advisors, Bradford Financial Center is dedicated to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Bradford Financial Center offers a wide range of financial services including investment management, retirement planning, tax planning, estate planning, and more.
- The team of advisors at Bradford Financial Center provides personalized and tailored financial advice to each client based on their unique financial situation and goals.
- With their expertise and extensive knowledge of the financial market, the advisors at Bradford Financial Center help clients make informed and strategic investment decisions.
Facts and Insights
As of 2021, Bradford Financial Center manages over $500 million in assets for its clients. The firm has a team of 10 highly qualified advisors who have an average of 15 years of experience in the financial industry. The firm prides itself on its comprehensive and personalized approach to financial planning, which has helped its clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management |
|---|---|---|
| 1999 | 10 | $500 million |
Financial Services Offered
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- Debt Management
- Education Planning
Client Types
Bradford Financial Center serves a diverse range of clients including high-net-worth individuals, families, entrepreneurs, and business owners. They also offer specialized services for corporate clients to help manage their employee retirement plans.
Fees & Compensation
Bradford Financial Center charges a fee-based compensation structure, which means their advisors are compensated through a combination of fees based on the value of assets under management and commissions from product sales. This ensures that their interests are aligned with their clients and there is no conflict of interest.
Background
The team at Bradford Financial Center consists of highly qualified financial advisors with a diverse range of backgrounds and areas of expertise. They are committed to ongoing education and training to ensure they stay up-to-date with the latest trends and developments in the financial industry. This allows them to provide their clients with the most comprehensive and effective financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, Bradford Financial Center is legally required to make all necessary disclosures to clients. This includes information on any potential conflicts of interest, advisory fees, and any disciplinary history. Clients can rest assured that they are receiving transparent and ethical services from the team at Bradford Financial Center.