CONTACT US Don't just chase your dreams, Let us help you plot a path! Call us 250-828-6767 Email us firstname.lastname@example.org
Don't just chase your dreams
Choose to work with Bradford Financial Services and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.
Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.
We are not exclusive to any bank or fund so we come with no-strings-attached.
We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.
We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.
We tailor plans to suit your stage-of-life, plans and milestones.
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!
We work with clients who not only have expectations of results from their advisor but are looking for someone to keep themselves accountable in achieving their goals. Unlike at a bank, our clients are not just an account number or a dollar amount – they are a relationship built on trust and accountability to a common goal. Our products are not proprietary, our planning is personalized, and our structure is transparent. Accountability and aligned goals coupled with our expertise, leverage our network of professionals to provide the highest level of service our clients deserve. Our clients entrust us to manage their wealth so they can focus on what they do best professionally and personally.
Certified Financial Planner®, Senior Associate
Client Service Specialist
27 March, 2020
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