Bradford's Local Fiduciary Advisor
Your goals are important. Our Financial Advisors believe that as well. We work with individuals, families, businesses and institutions, delivering services that help you build, preserve and manage your wealth.
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237 North Onofrio Street
Bradford PA 16701
Being a Fiduciary Advisor means that we’re here to lookout for your best interest. We will always do what’s best for you, because that’s what’s best for us.
We have years of experience managing individuals wealth and assets. With that comes a knowledge that is needed to help you leave a legacy.
We can provide you with financial confidence. We accomplish this by developing a personalized plan focused on your future and achieving your goals.
Welcome to Minich Financial Group
It’s never too early to begin thinking about leaving a legacy. We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and help pass on to their loved ones what’s important.
We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.
We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit.
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money.
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Getting ready to retire? As cited by most Americans, 67 is the ideal retirement age to go on an adventure or relax and enjoy your accomplishments. Unfortunately, most people don’t have enough savings that match their retirement goals. In reality, two-thirds of...