Bradford Financial Group

Bradford Financial Group Bradford Financial Group providing wealth and protection strategies for your financial health. He has been in the financial service industry for 19 years.

Bradford Financial Group Profile

Jason is the President and Founder of Bradford Financial Group, LLC. In addition, he has been a CPA for 23 years. He founded the firm based on the principal that clients needed an independent and unbiased approach to investment management. He focuses on investment management and retirement income planning for retirees and pre-retirees. For most of his clients, foc

using on controlling risks (market as well as tax risk) is just as important as market returns. Dan has been in the financial services industry since 2007 and has been with Bradford Financial Group since 2012. Dan's professional designations include Life and Health, as well as securities registrations-series 6, 7 and 66. Dan spent 35 years in Manufacturing Management prior to entering the financial services field in 2007.

08/26/2026

Your Investments. Managed Locally.

When it comes to your financial future, knowing who is managing your investments and where they are located makes all the difference.

As local Investment Adviser Representatives, our roots are right here in Coshocton. When you work with us, your portfolio isn't passed off or sent out of town. We personally research, build, and actively manage your investment strategies in-house, right here in our office.

We believe personalized financial planning requires a personal connection. Having direct, face-to-face access to the team actually making your investment decisions brings clarity, convenience, and confidence.

If you’re seeking a dedicated, local team to guide your long-term wealth management strategy, we are always here for a conversation.

📞 Contact us: 740-622-3347

08/21/2026

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

A tax-intelligent approach means we keep an eye on tax legislation, the future tax landscape, and how it might affect yo...
08/20/2026

A tax-intelligent approach means we keep an eye on tax legislation, the future tax landscape, and how it might affect your long-term plans.

What role does yield play in long-term investment success?The Cetera Investment Management Team's latest Market Commenta...
08/20/2026

What role does yield play in long-term investment success?
The Cetera Investment Management Team's latest Market Commentary, Reap What You Sow: Cultivating Yield for Long-Term Returns, explores how dividends, interest income, and reinvestment have historically contributed to portfolio growth and why today’s higher-rate environment may create new opportunities for investors.
Read the full commentary:

Every great harvest begins with a single seed. The vibrant assortment of fruits and vegetables at your local farmer’s market is the result of careful planning,…

Read the latest issue of Financial Watch here:
08/20/2026

Read the latest issue of Financial Watch here:

Changing jobs is exciting, but it can also leave financial loose ends overlooked amid the transition, like an old 401(k) or an approaching vesting date. In…

Global bond yields have surged to levels not seen in years amid geopolitical uncertainty, shifting Fed expectations, and...
08/18/2026

Global bond yields have surged to levels not seen in years amid geopolitical uncertainty, shifting Fed expectations, and increased debt issuance. In the Cetera Investment Management Team's latest commentary, they break down what's behind the move, the impact on portfolios, and why we view higher yields as a compelling opportunity for long-term investors.
Read the full commentary:

We're in the Temperamental Era and bonds are the ones having the tantrum. The Temperamental Era is our term for a market that trades on headlines, not trends.…

A busy week of economic and corporate data will provide important insight into the forces shaping the markets.Housing st...
08/17/2026

A busy week of economic and corporate data will provide important insight into the forces shaping the markets.
Housing starts, the Fed’s meeting minutes, weekly jobless claims and earnings from several major retailers will offer timely indicators on home demand, interest-rate expectations, employment and consumer strength.
Join Chief Market Strategist Brian Klimke on this week’s episode of as he examines the key developments investors should monitor and whether recent market momentum can continue.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Read the latest issue of Retire Wise here:
08/11/2026

Read the latest issue of Retire Wise here:

Grandparents looking for new ways to support their grandchildren's education have reason to pay attention this year. In this month's Retire Wise, learn about…

Last week's employment report raised questions about the health of the labor market, but a closer look at the data tells...
08/10/2026

Last week's employment report raised questions about the health of the labor market, but a closer look at the data tells a more nuanced story. Join CIO Gene Goldman on this week's episode of as he discusses the latest jobs report, previews upcoming inflation data, and explores how economic developments may factor into the Federal Reserve's ongoing policy discussions.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

This Monthly Recap summarizes market performance, major events and news from July 2026. Read more here:
08/04/2026

This Monthly Recap summarizes market performance, major events and news from July 2026. Read more here:

Broad market stocks finished a volatile month little changed with the S&P 500 capping its first winning week of the month, ending July just 0.06% in the red.…

Address

636 Chestnut Street
Coshocton, OH
43812

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17406223347

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