Gary A Bradford, CLU®, ChFC®, RICP®
Financial Advisor

Serviam Financial

My Mission

My Mission.....

Financial security should not be an abstract concept. It must be clearly defined. Our purpose is to help clients build their definitions of financial security. Once defined, we can develop a plan and a process for achieving financial security.

We Strive to:

  • Create a culture of excellence & integrity.
  • Serve beyond what is expected.
  • Treat clients as we would wish to be treated.
  • Build relationships that are based on trust.

My values help determine how I will deliver on my mission.


-Gary Bradford, CLU®, ChFC®


Gary helps successful professionals answer difficult questions about financial security and creates an atmosphere that allows people to focus their time and energy on their families and businesses. He begins by asking you important questions and gaining a true understanding of your hopes, dreams, and aspirations.

Once the personal needs analysis and/or business needs analysis is completed, Gary formulates client-centered solutions for your consideration. The real benefit to you is that you will be educated, organized, and prepared for the inevitable life issues that you, your family, or your business must face.

Areas of Interest - Visit these areas of Gary Bradford's site:

  • Article Library Topics covering disabilities insurance, life insurance, estate analysis and personal finances.
  • Calculators Calculators to estimate or compare many aspects of your financial welness.
  • Life Events Learn about the challenges associated with each life stage you may encounter.
  • Market Analysis and Commentary Monthly and quarterly commentaries plus regular analysis of specific world market segments.

The Importance of Great Team:
If you need any assistance, please feel free to talk with Donna Dailey, Mary Marsh, or Christian Capozzoli. They will be happy to assist you with any questions or concerns you may have. You can learn more about them here.


The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck