Financial Services of Bradenton is a family-owned business that is focused on building lasting relationships through providing prudent advice and guidance to help you reach your financial goals. We work with families, individuals, professionals and small businesses by providing guidance that aims to preserve and grow assets for wealth management and retirement planning. We will help develop an investment plan to meet the suitability and needs of our clients. We appreciate the fact that everyone’s goals and objectives are different but protecting and growing assets is primary in every person’s expectations.
Professional investing as well as clarity in communication is essential to good client relations. We are committed to keeping our clients well informed as we deal with various financial markets and products available to us. We broker our business through Commonwealth Financial Network®, one of the largest and highest-rated independent broker/dealers in the country*. We are proud of our more-than-29-year relationship with Commonwealth. We do not charge for an initial consultation and would welcome the opportunity to answer any questions.
*Rated Highest in Advisor Satisfaction. Wealth Management 2016 Independent Broker/Dealer Report Card. Survey asked advisors from independent B’Ds to rate their overall experience from 1 (low) to 10 (high)
*For the 11th straight time, J.D. Power ranks Commonwealth:
“#1 in Independent Advisor Satisfaction Among Financial Investment Firms”
Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018–2024 U.S. Financial Advisor satisfaction Studies. Presented on July 10, 2024, for January to May of 2024, it is based on responses from 4,072 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.
