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Trust, Integrity, Experience• Client-centered financial planning and wealth management
• Customized, personal strategies and service
• Providing independent, unbiased advice
Focus: Retirement and IRA distribution planning, comprehensive and estate planning
Designations: Certified Financial Planner, Chartered Life Underwriter
Bradford Wealth Management understands that as you accumulate wealth, you face many opportunities, challenges and obstacles. While your financial life remains complex, we can greatly simplify the management of it. We provide our clients with professional strategies to grow, protect and transfer their wealth.
Jeanne Bradford-Odorico has been guiding clients through various economic conditions since the mid-80s. Her experience in the securities and banking industries spans 35 years.
Bradford Wealth Management strives to build long-term relationships based upon trust and respect as evidenced by our multi-generational clients. We invite you to contact us to explore how we can help you work toward achieving your financial goals.
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