Bradford Wealth Management

Bradford Wealth Management Our goal at Bradford Wealth Management is to help clients manage and protect their assets. Member FINRA/SIPC. MSTC and BNB are not affiliated.

Bradford Wealth Management is a financial services organization dedicated to helping our clients make intelligent, meaningful decisions regarding their financial future. We partner with businesses and individuals to help develop a personalized plan to put them on the path toward achieving their financial goals. We provide education, service, and guidance that is unbiased, fair, and ethical. It is

our commitment to tailor solutions to help achieve financial goals. Contact our team today at 618-664-2253 to schedule a complete financial plan review. We have offices inside the Bradford National Bank in Breese, Centralia, Greenville, Highland, Irvington, Marine, and Nashville. Bradford Wealth Management is a division of Bradford National Bank (BNB). Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Third-party posts that appear on this social media site have not been reviewed or approved by Midwestern Securities or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third parties does not necessarily reflect the views or opinions of Midwestern Securities or its advisers. Some third-party posts may be reviews or testimonials. Midwestern Securities does not provide compensation for such reviews/testimonials. Reviews and testimonials may not be representative of the experience of other clients. To learn more about the securities industry, visit the following industry websites:
www.finra.org
www.sipc.org

Check the background of this financial professional on FINRA's BrokerCheck. https://brokercheck.finra.org/

This communication is strictly intended for individuals residing in the United States.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
08/26/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Stocks declined last week as global investors fretted about oil-supply-induced inflation. The Standard & Poor’s 500 Inde...
08/24/2026

Stocks declined last week as global investors fretted about oil-supply-induced inflation. The Standard & Poor’s 500 Index declined 1.43 percent, while the Nasdaq Composite Index slid 2.05 percent. The Dow Jones Industrial Average...

This message provides a look at how variable rates of return impact investors over time.
08/24/2026

This message provides a look at how variable rates of return impact investors over time.

A look at how variable rates of return impact investors over time.

Connor recently presented BNB's sponsorship check for the 5th Annual 24-Hour Laps for Leaps to Leaps of Love Founder and...
08/21/2026

Connor recently presented BNB's sponsorship check for the 5th Annual 24-Hour Laps for Leaps to Leaps of Love Founder and President, Traci Holtmann.

The event will take place September 25–26 at Highland Speedway, bringing the community together to support Leaps of Love and its mission to help families affected by childhood cancer.

We are proud to support this meaningful event and the incredible work of Leaps of Love.

Learn more about the 24-Hour Laps for Leaps: https://www.leapsoflove.org/24-hr-laps-for-leaps

Our team had a great day of learning, connection, and growth at our advisors' latest training retreat. They spent the da...
08/21/2026

Our team had a great day of learning, connection, and growth at our advisors' latest training retreat. They spent the day discussing how to help clients plan not only for their financial future, but for the legacy they want to leave behind.

Thinking about the legacy you want to leave? Our team is here to help you build a plan for the future.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
08/19/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Stocks were mixed over a sleepy summer week, as cooling inflation lifted markets while sluggish retail sales nipped at i...
08/17/2026

Stocks were mixed over a sleepy summer week, as cooling inflation lifted markets while sluggish retail sales nipped at investor sentiment. The Standard & Poor’s 500 Index added 0.36 percent, while the Nasdaq Composite Index edged up 0...

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment str...
08/17/2026

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Brady and Jace Keaster from BNB had the opportunity to present our donation check to Chad Nelson, Greenville High School...
08/15/2026

Brady and Jace Keaster from BNB had the opportunity to present our donation check to Chad Nelson, Greenville High School Athletic Director. BNB and Bradford Wealth Management are both proud platinum level sponsors for the Greenville High School Comets.

August is Make-A-Will Month, a reminder to review your estate plan and ensure your wishes are clearly documented. 📝A cur...
08/14/2026

August is Make-A-Will Month, a reminder to review your estate plan and ensure your wishes are clearly documented. 📝

A current Will is a vital part of your financial plan. It can help protect your loved ones, provide clarity during difficult times, and ensure your hard-earned assets are distributed according to your intentions.

If you haven't created a will, or if it's been several years since you last reviewed it, consider speaking with a qualified estate planning attorney. An attorney can help ensure your documents reflect your goals and comply with your state's laws.

Address

100 E. College
Greenville, IL
62246

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Website

Alerts

Be the first to know and let us send you an email when Bradford Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category