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Nationally recognized by Forbes as leaders in wealth management, financial planning, tax & accounting. Our Watch & Manage system helps grow your investments!
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#05BAB9
Robin's Egg Blue
5, 186, 185
180, 95, 37
97, 0, 1, 27
#F3D4A4
New Orleans
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Bradford Financial Center is an Iowa-based wealth management firm that has been guiding clients on their financial journeys since 1970. The firm works with individuals and families at different stages of life, developing customized plans around their investment needs, insurance solutions, and financial goals. Its approach emphasizes personal relationships: financial professionals meet with clients to review their circumstances, present an analysis, and discuss recommendations.
Bradford’s services include investment planning, retirement planning, everyday money management, asset allocation, estate planning, and its Watch & Manage service, designed to help investors pursue returns while potentially reducing portfolio risk. The firm also provides financial insights through articles, a blog, videos, a podcast, a radio show, and monthly email newsletters.
Bradford Financial Center has offices in Clarion and Garner, Iowa. Its advisory services are offered through Bradford Financial Center, while securities are offered through United Planners Financial Services; the two companies are independent. The firm’s team includes financial advisors James W. Tausz, Shallon J. Weis, and Marty W. Schimp.
The BradfordFinancialCtr name, logos and brand assets are trademarks of BradfordFinancialCtr and its affiliates. Brandfetch isn't affiliated with or endorsed by BradfordFinancialCtr. Their use is subject to BradfordFinancialCtr's brand guidelines.
