Business Details
Your Trusted Partner for Financial Planning Solutions
At LiftBridge Financial Advisors, we operate under a fiduciary standard to prioritize our clients' interests above all else. Our team of independent professional advisors delivers personalized financial strategies tailored to each client's unique circumstances, goals, and preferences. By leveraging the resources of Raymond James Financial Services, we combine unbiased advice with access to one of the industry's most respected firms. We focus on building long-term partnerships, ensuring every recommended strategy is thoroughly explained and aligned with clients' evolving needs. Our mission centers on helping clients achieve financial independence through professional guidance, sound risk management, and quality investment solutions.With decades of combined experience in wealth management, our advisors emphasize transparency, ethical practices, and client education. We specialize in creating adaptable financial plans that respond to both market fluctuations and life changes, maintaining a steadfast commitment to our clients' best interests. Our approach integrates comprehensive financial planning, asset allocation, and insurance solutions to address both immediate and long-term objectives. Through continuous monitoring and open communication, we strive to build trust and deliver consistent value to every client relationship.
Services
Asset Allocation
Financial Planning
College Planning
Risk Management
Long Term Care Insurance
Life Insurance
Variable Annuities
Highlights and features
- We operate under a strict fiduciary standard prioritizing client interests
- Our personalized strategies adapt to both market changes and life events
- We leverage Raymond James' industry-leading resources while maintaining local service
- Our advisors provide transparent explanations of all recommended strategies
- We specialize in comprehensive financial planning across multiple wealth management areas
Associations and certifications
- FINRA
- SIPC
Services
Financial Planning
We create customized financial plans addressing clients' unique goals and circumstances. Our comprehensive approach considers income, expenses, assets, and long-term objectives to develop actionable strategies. By focusing on both immediate needs and future aspirations, we help clients build sustainable financial security through evidence-based planning techniques.
Asset Allocation
Our asset allocation strategies balance risk and reward based on individual client profiles. We implement diversified investment approaches that adapt to market conditions and personal circumstances. This service helps maintain portfolio stability while pursuing growth opportunities through carefully structured investment mixes tailored to each client's risk tolerance.
Risk Management
We identify potential financial risks and develop mitigation strategies to protect clients' assets. Our approach combines insurance solutions with strategic planning to address unexpected life events. This service ensures clients maintain financial stability through comprehensive protection plans aligned with their specific risk exposure and coverage needs.
College Planning
Our college planning service helps families prepare for educational expenses through strategic savings approaches. We analyze current financial situations to create customized education funding plans that consider available investment vehicles and tax implications. This service aims to reduce student debt burdens while maintaining overall financial health.
Life Insurance
We offer tailored life insurance solutions to protect clients' financial legacies and dependents. Our approach evaluates individual needs to determine appropriate coverage levels and policy types. This service ensures financial security for beneficiaries while integrating with broader estate planning objectives through carefully selected insurance products.
People
Edward Bradford
Financial Advisor
Edward Bradford, AAMS, brings extensive financial expertise to LiftBridge Financial Advisors. With specialized knowledge in asset management and client-focused planning, he helps individuals and families navigate complex financial decisions while maintaining a commitment to ethical practices.
Nicole Parlato
Financial Advisor
Nicole Parlato provides personalized financial guidance to LiftBridge clients. Her approach emphasizes comprehensive planning and client education, focusing on long-term financial security. She combines industry expertise with a dedication to understanding each client's unique financial circumstances and goals.
Questions
What makes LiftBridge Financial Advisors different from other firms?
We operate under a fiduciary standard, prioritizing client interests above all else while combining independent advice with Raymond James' industry resources.
What services do you offer?
We provide financial planning, asset allocation, college planning, risk management, life insurance, and long-term care insurance solutions tailored to individual needs.
Are you affiliated with Raymond James?
We use Raymond James' resources but operate independently as LiftBridge Financial Advisors, maintaining local decision-making authority while accessing industry-leading support.
How do you approach investment management?
We create personalized investment strategies based on individual risk tolerance, financial goals, and market conditions while maintaining transparent communication with clients.
What areas do you serve?
We work with clients in states where we're properly registered, focusing on providing personalized service while adhering to regulatory requirements.
How can I verify your credentials?
You can check our background through FINRA's BrokerCheck system to verify our regulatory history and professional qualifications.
Reviews (1)
Nate Crofoot
Nov 24, 2019
Report
I reached out to Mr. Bradford to discuss the status of a joint account during the period of a divorce. While the performance of our investments during our time here performed reasonably, his conduct and professionalism during the divorce was astonishingly unprofessional. As a customer who still had tens of thousands of dollars invested with him he was downright rude and wouldnt even discuss the status of my account with me. As a business owner myself I seriously think about and use discretion before negatively reviewing any business, as it effects someones livelihood. But in this case I have
