Mentor Financial Services Group is a boutique financial planning practice founded by Paul Bradford, a Certified Financial Planner® with over 20 years of experience in the field. The business focuses on providing sound financial advice tailored to individual goals and life stages. By emphasizing the importance of understanding where one’s money is going, Mentor Financial Services Group aims to help clients achieve their financial objectives and lifestyle aspirations efficiently.
With a philosophy centered around mentoring and educating clients on their financial journeys, Mentor Financial Services Group prioritizes building trust and long-term relationships. Paul Bradford’s decision to establish his own practice in 2006 reflects his belief in the value of personalized advice and service. Through word of mouth referrals and a commitment to guiding clients towards financial success, the business has steadily grown, with a focus on maximizing and protecting clients’ financial positions in various life stages.
At Mentor Financial Services Group, the primary goal is to see clients financially organized, in control of their financial matters, and able to make confident decisions. The business’s charter underscores the importance of providing clients with peace of mind so they can focus on enjoying the things that matter most in life. By offering non-obligatory consultations and personalized financial planning services, Mentor Financial Services Group aims to empower individuals to reach their financial goals and lead fulfilling lives.