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.

Do you know the difference between a credit lock and a credit freeze?
06/03/2026

Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

06/01/2026

The post-Memorial Day holiday trading week was short but potent as stocks delivered more record gains while confidence grew that a peace deal would materialize. The Standard & Poor’s 500 Index advanced 1.43 percent, while the Nasdaq...

06/01/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Happy 529 Day! 🎓 Have you considered starting a 529 college savings plan for your child or grandchild?Starting early and...
05/29/2026

Happy 529 Day! 🎓 Have you considered starting a 529 college savings plan for your child or grandchild?

Starting early and contributing consistently, even small amounts, can make a meaningful impact over time.

Why consider a 529 plan?
📚 Potential tax advantages
📚 Tax-free withdrawals for qualified education expenses
📚 Flexible use for tuition, books, room & board, and more
📚 Family members, including grandparents, can contribute
📚 Potential Roth IRA rollover options for unused funds, subject to limitations

Interested in learning more? Connect with our team to explore your options and build an education savings strategy tailored to your family’s goals.



Note: A 529 plan is a tax-advantaged savings vehicle intended for education expenses. Before selecting a plan, individuals should review applicable fees, investment options, and state-specific tax treatment. State tax laws may differ from federal laws, and eligibility for tax deductions will depend on the taxpayer's state of residence. Nonqualified withdrawals may be subject to income tax and a 10% federal penalty on earnings

What has our advisor, Ian, been up to lately?He spoke at the latest Clinton County Connection meeting. Clinton County Co...
05/29/2026

What has our advisor, Ian, been up to lately?

He spoke at the latest Clinton County Connection meeting. Clinton County Connection is an organization that allows business professionals from all over the Clinton County and surrounding areas to get together monthly.

Ian presented the Breese and Mater Dei Scholarships. BNB has proudly awarded annual scholarships since 1999, each valued at $1,000 and payable to the college or university of the recipient's choice.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
05/27/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolst...
05/26/2026

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolstered investor optimism. The Standard & Poor’s 500 Index advanced 0.88 percent, while the Nasdaq Composite Index...

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
05/25/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

On Memorial Day, we honor those who gave their lives so we could live free. Take today to reflect on those freedoms: fre...
05/25/2026

On Memorial Day, we honor those who gave their lives so we could live free. Take today to reflect on those freedoms: freedom of speech, freedom to worship, freedom to assemble, financial freedom, and more.

Our office will not be open today but will resume normal hours tomorrow, May 26.

Congratulations to the graduating classes of 2026!🎉🎓As you celebrate this exciting milestone, we applaud your hard work,...
05/22/2026

Congratulations to the graduating classes of 2026!🎉🎓

As you celebrate this exciting milestone, we applaud your hard work, dedication, and your bright future ahead. Graduation is not only a time to reflect—it's also the perfect moment to start thinking about your financial future.

Whether you're heading to college, starting a career, or exploring new opportunities, building smart saving habits early can make a big difference down the road. Don’t hesitate to reach out and schedule a time to meet with us.

From all of us, best wishes for your next chapter! 💼

Address

100 E. College
Greenville, IL
62246

Opening Hours

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

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