BRADFORD FINANCIAL CENTER
SEC RegisteredManaging Wealth Journeys Since 1970
About the firm
Bradford Financial Center's team of financial professionals guides clients' investment needs and insurance solutions with a customized wealth management plan. The firm personally meets with clients to present analysis and recommendations, and emphasizes developing relationships with clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investments, retirement planning, personal finance management, asset allocation, Watch & Manage portfolio service, and estate planning. Securities offered through United Planners.
Who they serve
Families and individuals at any stage of their wealth journey
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 597 | $167M |
| High Net Worth Individuals | 102 | $60M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRADFORD FINANCIAL CENTER has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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