Why Us

Bradley R. Teets, Investment Services

Bradley has studied investments and the impact on client needs for nearly 40 years. He specializes in working with individuals and small business to provide investment planning, portfolio allocation, estate / gift planning, and related tax planning issues. Customized "one to one" investment analysis is available for clients seeking assistance with their investment plans. Contact Bradley regarding a review and implementation of a strategy to address your personal financial needs.

"We believe that your tax repercussions, legal implications, and investment choices, all affect each other and should be considered collectively rather than as disconnected matters."

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