J Bradley Group |
User Type | Advisor |
Entity Name | J Bradley Group |
Member since | 06/20/2011 |
SEC Registration # | |
Minimum Investment Required | $ 0.0 |
Assets Under Managment | $ 0.0 |
Summary
The J Bradley Group specializes in providing comprehensive
financial planning including Estate Planning, Succession Planning and Asset
Management.
The Group has a well developed and highly evolved process to help you
clarify your long and short term objectives. We help you understand the pros
and cons of the various potential strategies you might want to employ in order
to implement a solid financial plan. Then we guide you step by step through the
planning process to help make your plan a reality.
We’ve built our business on the principle that what is most interesting
about people is their personal life story. Knowing that you are unique, and
understanding the stages of your life are crucial to our recognition of your
financial aspirations. Appreciating your personal story is critical in being
able to advise how to best pursue your particular goals and objectives.
Once we thoroughly absorb your goals, we use our skills and expertise to put
a plan together that accurately meets your needs. One of the things we are most
proud of is working closely with you to create a highly individualized
financial relationship on the basis of ethics, integrity, and
professionalism.
Securities offered through LPL Financial. Member FINRA/SIPC.
Contact Details |
Location | Los Gatos, California |
Address | 59 N Santa Cruz Ave, Ste R |
Postal Code | 95030 |
Country | United States |
Phone | 408-395-1510 |
Fax | 408-395-7151 |
Web Site | http://www.jbradleygroup.com |