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  • Insurance

    Managing your wealth journey

     

  • Wealth Management

    Managing your wealth journey

     

  • Investments

    Managing your wealth journey

     

Why Us

Since 1970, Bradford Financial Center has grown and diversified into one of the largest independent,
full-service, financial planning firms in the Midwest.

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About Us

No matter where you are on your wealth journey, Bradford’s team of professionals will guide your investments and insurance needs with a customized wealth management plan. 

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Our Philosophy

We recognize that our clients look to us to help grow their money. That’s why we personally meet with you to present an analysis and discuss our recommendations. We still believe in developing relationships; in picking up the phone and talking to our clients. 

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Our Process

A strong planning process is the best way to create a more financially secure future. Our clients put their trust in Bradford Financial Center because of our ability to examine and interpret the markets, then structure sound advice that helps them grow and limit risks.

OUR SERVICES

Bradford Financial Center offers financial planning services for both individuals and businesses.

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Investments *

Investments can play a key role in your financial security plan. A mix of Qualified and Non Qualified savings can help achieve your goals.

*Securities offered United Planners

 

Retirement Planning

Younger Generations today have many new dimensions to consider on their retirement journey that their grandparents didn't have.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis. 

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Watch & Manage

Bradford Financial Center's Watch 7 Manage service can provide investors the opportunity for higher returns while potentially decreasing their portfolios risk factor.

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Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

Our Team

Does your current portfolio align with your investments' goals and expectations?
To find out click on the desired Representative for your free Portfolio Risk Analysis.

James W Tausz, CFP®, AIF®

President

Marty W Schimp, CRPS®

Financial Advisor

Shallon J Weis, CFP®, AIF®

Financial Advisor

Resources

Learn more about your investment options with these smart resources.

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Blog/Articles

Stay up to date with articles, trends and blogs related to the financial planning and insurance industry.

 

Market Watch

Delivering business and market updates on financial industry trends, data and statistics.

 

Media Room

Weekly Radio Show about Headlines and news impacting today’s financial markets on KQWC and KIFG

 

Find links to useful financial webistes

Find links to useful financial websites

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