We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Although it may appear that we are new on the block, Dale Bradley has been serving investor’s needs for more than 25 years on Central Street in beautiful northwest Evanston.
In 1990, Bradley began his career with the investment firm Edward Jones. In 2001 he was appointed Regional Leader of the 40-plus Edward Jones offices in Chicagoland and the Northshore. In April of 2013, to better serve his clients changing needs, Bradley became an independent financial advisor working with Raymond James Financial Services, Inc. Who is Raymond James? click here
Very simply, we are independent financial advisors. We focus on individual investors and specialize in helping to build wealth for retirement, income during retirement, and college savings for your children and grandchildren.
My office manager, Sue Combs, and I have a combined 60-plus years of experience in the financial services industry. Unlike far too many of the large national firms, we as independent professional advisors can offer you a personalized financial strategy, not a generic boiler plate investment program.
As your neighbors, we want to introduce ourselves, and hope that you might call, or better yet stop by and say hello. We are at the corner of Central & Central Park in Evanston. We are at the center of your family’s financial needs.