Bradley, Foster & Sargent

Bradley, Foster & Sargent Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Bradley, Foster & Sargent, Financial service, 185 Asylum Street, City Place II, Hartford, CT.

At Bradley, Foster & Sargent we look to add meaningful value to your life now and over time, providing personalized wealth and investment management designed to meet your evolving needs.

Planning for education costs can start earlier – and be more flexible – than many families realize.Understanding how sav...
06/08/2026

Planning for education costs can start earlier – and be more flexible – than many families realize.
Understanding how savings tools work today can help you make smarter decisions for tomorrow. Learn the facts and explore your options.

Direct access isn’t just a phrase, it’s central to how we serve our clients.At Bradley, Foster & Sargent, you work direc...
06/04/2026

Direct access isn’t just a phrase, it’s central to how we serve our clients.
At Bradley, Foster & Sargent, you work directly with the portfolio managers responsible for your investments. This ongoing dialogue helps us better understand your goals while keeping you informed every step of the way.
Because informed decisions start with strong relationships.

06/03/2026

The S&P 500 may be reaching new highs, but the story beneath the surface is more complex.

In this market update, BFS Equity Analyst Colin McCarroll explores how a handful of technology stocks have driven the majority of the index's gains this year, why rising Treasury yields could challenge the momentum trade, and the importance of diversification.

Watch the full video for Colin's latest market insights.

We’re halfway through the year, a natural time to revisit your financial plan.As life evolves, your goals and priorities...
06/02/2026

We’re halfway through the year, a natural time to revisit your financial plan.

As life evolves, your goals and priorities may shift. That’s why we believe in regularly reviewing your plan and investments to ensure they remain aligned.

A disciplined approach isn’t static – it adapts with you.

Planning for education is about more than saving. It’s about creating opportunities. The earlier you start, the more fle...
05/29/2026

Planning for education is about more than saving. It’s about creating opportunities. The earlier you start, the more flexibility you have when the time comes. National 529 Day is a great reason to start a college fund for the young people in your life. The experts at BFS can help!

Your financial check-in! Financial confidence starts with understanding your full picture. Taking time to review your go...
05/23/2026

Your financial check-in! Financial confidence starts with understanding your full picture.

Taking time to review your goals, investments, and priorities can help you make smarter decisions moving forward.

Strong communities are built through shared knowledge and support. We’re proud to contribute through mentorship and part...
05/21/2026

Strong communities are built through shared knowledge and support. We’re proud to contribute through mentorship and partnerships that help shape future leaders and lift up our communities.

Trusts aren’t one-size-fits-all, but in the right situations, they can provide control, protection, and peace of mind.Th...
05/19/2026

Trusts aren’t one-size-fits-all, but in the right situations, they can provide control, protection, and peace of mind.
They may make sense if you want to:
• Control how assets are distributed
• Protect wealth for future generations
• Avoid probate
• Plan for children or dependents
• Add structure and privacy to your estate plan
The right plan starts with understanding your options.
Learn more: https://ow.ly/RsAK50YUIhi

Meet Shawna Godenzi, Client Relationship Specialist. Shawna is a trusted, day-to-day point of contact for clients. With ...
05/15/2026

Meet Shawna Godenzi, Client Relationship Specialist.

Shawna is a trusted, day-to-day point of contact for clients. With a strong focus on trusts, estates, and estate planning, she brings both deep expertise and a thoughtful, client-first approach to every interaction.

She expertly manages client onboarding, money movement, gifting requests, performance reporting, and tax-related inquiries with precision and care, while building strong relationships that ensure a seamless client experience.

Currently, Shawna is further strengthening her expertise by working toward her Certified Trust and Fiduciary Advisor (CTFA) certification, a reflection of her commitment to continuous growth and delivering the highest level of service to our clients. She is a key partner to our senior portfolio management and wealth planning professionals, contributing to a cohesive team and consistently high standard of service.

Financial planning should feel personal, not transactional. We focus on building real relationships so your plan reflect...
05/13/2026

Financial planning should feel personal, not transactional. We focus on building real relationships so your plan reflects your goals, your values, and your future.

Address

185 Asylum Street, City Place II
Hartford, CT
06103

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+18605278050

Website

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