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At Bradford Financial Services, we believe Financial Planning is more than just speaking with a broker and proceeding to buy investment products.   A Financial Plan at BFS starts with one of our Certified Financial Planners listening to and understanding what your dreams and aspirations are.  Once both you and the advisor clearly understand what you’re trying to accomplish, we then start the process of putting together a comprehensive financial plan to help you reach those goals.   After reviewing your financial plan with you, our advisors will help you implement your plan from step A to Z.  Once implemented, the most important part of our advisor’s service to you, is to help you monitor and maintain your plan over the long term.  

If our clients are satisfied with our service, we appreciate and welcome their recommendations to their friends, family and colleagues. This is how we are able to continue to give you great service. For every successful referral that you give us, we always like to thank our clients. Please contact your financial advisor about our Referral Reward Program. Thank you in advance for your referrals.
 
     
           
           

Advisory Services offered through Bradford Financial Services, Inc., a Registered Investment Advisor. Securities offered through Securities
America, Inc., Member FINRA / SIPC. Bradford Financial Services, Inc. and Securities America are separate entities. FINRA’S Broker Check