Bradlee van Brunt
Private Wealth Advisor at Baystate Financial
- Role
- Financial Advisor, Clu, Chfc at Baystate Financial
- Location
- South Dartmouth, MA, US
- LinkedIn followers
- 500 followers
About Bradlee van Brunt
For over 30 years, my team and I have been providing comprehensive, on-going financial…
Experience
Financial Advisor, Clu, Chfc
Apr 2024 — Present · Boston, MA
For over 30 years, my team and I have been providing comprehensive, on-going financial planning services to individuals, families and small businesses including:Investment / Wealth ManagementIncome, Asset and Estate ProtectionRetirement PlanningBusiness Continuation and Succession PlanningEstate / Legacy Planning. Got a new job? Selling your business? Planning for retirement or defining your budget? Let\'s discuss how these changes can best correlate / align with your goals and objectives. I can obtain licensing for investment and insurance in any state and am currently licensed to sell securities in: CA, CT, FL, IL, KS, MA, MI, MN, MO, NY, TX, WI. I am an Investment Advisor Representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC. Member SIPC Supervisory address: 1 Marina Park Dr, 16th FL, Boston, MA 02••••••••00 CA License #0B06585
Skills
- Retirement
- Securities
- Retirement Planning
- Investments
- Financial Services
- Asset Allocation
- Insurance
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