Check the background of this investment professional on FINRA’s BrokerCheck
Brad is a wealth advisor and President of “Bradford Pine Wealth Group” based in Garden City, New York. BP Wealth Group assists individuals and entrepreneurs to create wealth, simplify their lives and plan for retirement. Securities are offered through Cadaret Grant & Co, Inc., Member FINRA/SIPC, which has been in existence since 1952.
Honesty, integrity, and reliability are the foundations of Brad’s investment philosophy. His team of seasoned professionals bring a personalized approach to the life planning process and individual attention is provided to every client, often building a life-long relationship.
A devoted husband and father, Brad was born and raised in Connecticut and currently resides in New York with his wife, Sally, and their children, Abigail and Clayton. He is an avid golfer, enjoys snowboarding and is passionate about fulfilling his philanthropic obligations. Brad also became a Bone Marrow Donor to help fight Leukemia.
Some of the services Brad and his team offer include:
• Wealth Management • Business Investing
• 401(k) Rollovers • Legacy & Estate Plan Strategies
• Mutual Funds • Retirement Plan Design
• Asset Allocation •College Funding
Brad holds the following registrations:
4, 7, 24, 63, 65, Life & Health (LA-513612 NY)
Please refer to our website for a list of states in which we are registered to conduct business. Securities and Advisory Services offered through Cadaret Grant & Co, Inc., Member FINRA/SIPC.
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