Our Services
We are a financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information.
Once your goals have been established, Fred Sweers, as an Investment Advisor Representative of Bradford Financial Center, will customize appropriate strategies to suit your vision and objectives. He will help you execute a sound financial program utilizing the following services and products.
Services include:
- Financial planning *
- Asset allocation models *
- Diversification strategies *
- Estate planning
- Insurance and annuity products
- Retirement planning *
- Wealth conservation
* Securities offered through United Planners, Advisory Services offered through Bradford Financial Center.
Products include:
- Life, Health, Disability, and Long Term Care Insurance
- Quotes, Stocks, Bonds, UITs, ETFs*
- Mutual Funds, Closed-End Funds*
- Annuities (Fixed, Variable*, Indexed)
- Qualified Plans (IRA, Both IRA, 401k, 403b, SEP, Simple)
* Securities offered through United Planners, Advisory Services offered through Bradford Financial Center.
Please call us if you have any questions about our firm, services, or products we provide. Our firm has relationships with a variety of financial service companies, so if we don't have a product or service, we know a group that does.
