Private Client Services
Bradley & Parker designs highly personal insurance and asset-protection plans to preserve your wealth for today and future generations. We work with you to determine the best insurance portfolio, taking into account individual risk factors, short and long-term goals, and desired financial objectives.
A personal advisor conducts a thorough review and assessment of your assets and goals, and tailors a plan to meet your needs. We partner with the industry’s leading insurance providers to ensure your plan provides optimal coverage. Your plan is monitored on an ongoing basis and an in-depth annual coverage review ensures your portfolio is up-to-date and all of your assets—such as vacation homes, antiques, fine art, jewelry –are comprehensively insured at all times.
Our expertise in creating personal insurance, wealth protection and risk management plans means you can rest assured knowing your assets are fully protected. We understand the complexity of financial planning and asset management and the importance of minimizing risk. Working together, we help you protect and preserve your assets to provide the resources you need today and a legacy in the years to come.
To find out more about Private Client Services contact personal lines account specialist, Erin Gonzalez, today.