C. Bradley Bond (AIF®, CFA®, CFP®)

C. Bradley Bond focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

  • Personal financial planning
  • Retirement planning and distributions
  • Investment planning
  • Second opinions
  • Estate planning and inheritances
  • Tax planning
  • Long-term care planning
  • College planning
  • Insurance planning and needs analysis
  • Employee financial education

 

Additional Information

 C. Bradley Bond is a member of the Garrett Planning Network, a nationwide network of professional, fee-only financial advisors who serve people from all walks of life, not just the wealthy.  We offer services on an hourly, as-needed basis, with no minimum account size or net worth requirements.

NAPFA Start Date

October 10, 2000

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This Office

416 Southfield Dr. Greensburg, PA 15601 Phone: (724) 733-2280