$98MM AUM | $1.5MM GDC in Clarion, IA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Clarion, IA, US
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
1,000
Avg Client Age
65
Overview

I founded Bradford 1970 . We are a full service financial planning firm . We are one of the largest in the Midwest . We are a federal RIA . We do taxes and have licenses in 46 States . Bradford specializes in estate planning ; retirement planning ; business development ; investment planning ; trust planning ; business valuations ; lending and leasing brokerage ; risk management ; employee benefits ;tax planning ; tax preparation and bookkeeping services .

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