menu YOUR FINANCES At Bradford Financial Center, we take a broad view of your personal wealth management. To us, it's more than just investments*. Wealth management combines portfolio management, retirement planning, trading, insurance, and annuities alongside strategies that help you reach your financial goals like retirement, funding college, planning for a personal milestone and more. DEDICATED FINANCIAL CONSULTANTS Today's investor needs more than a portfolio manager, they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals. Bradford's financial consultants evaluate your risk, tax liability, retirement planning, legal obligations and more and then advise only on investments and strategies that make sense to your financial situation. OUR WEALTH MANAGEMENT SERVICES Bradford Financial Center offers individual and corporate services in: Financial consulting Investments* Tax-savings strategies Feasibility studies Risk management Retirement and estate planning, trust planning Business development and business valuations Talk with Bradford to get a Free Evaluation of your portfolio. To protect your tax liability and assets, learn more. Download Your Financial Planning Guide ABOUT US Your dreams are like ours were 50 years ago. Bradford’s founders started with a vision, we remained steadfast to the dream and through hard work, expertise and a team approach, we can look back with pride and look ahead with confidence. Set goals. Never waver. Enjoy the journey. Celebrate the accomplishments. CORPORATE OFFICES Clarion: 215 North Main, Clarion, Iowa 50525 Garner: 180 E. 5th Street, Garner, Iowa 50438 GET IN TOUCH 515.532.6661 800.348.4419 admin@bradfordfinancialcenter.com | | | Your name This field is required. Your email address This field is required. Subject This field is required. Message This field is required. Securities offered through United Planners Financial Services, Member FINRA and SIPC. Advisory services offered through Bradford Financial Center, a Registered Investment Advisor. Insurance Services offered through Bradford. Bradford and Bradford Financial Center are not affiliated with United Planners. We are registered to sell securities in the following states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, DC, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia, Wyoming. Form ADV Part 3: Relationship Summary © 2021 Bradford Financial Center All rights reserved.