Skip to main content

  • Home
  • Our Team
  • What We Do
  • Who We Serve
  • Resources
  • Contact
  • Client Login
    • Bradley Long

  • Wealth Management

    Investments, Retirement & Estate Planning

    Retirement Checkup

fbicon.png

Come Join Us For Coffee

Contact Us

Our Team

Learn more about our amazing team of professionals.

Photo of team member

Bradley Long
×

Bradley Long

Phone: 425-483-3100

Email: brad@i-fea.com

linked-in.png

Client Logins:

  • Assetmark

Brad draws from over 35 years of experience and knowledge in the estate and financial planning profession.  His experiences and responsibilities over this period have built a foundation that allows him to bring value to his clients and their families.

Brad's services focus on the areas of portfolio management, investment asset allocation, estate planning and family wealth management.  His clients are primarily pre-retirees, retired individuals and couples who are looking to increase their estate while they are living and then ultimately for loved ones after death.

Brad is a Registered Principal with United Planners Financial Services.

Brad lives in Woodinville, WA with his wife of 42 years, Linda.  They have two children, Jaeson and Lindsay.  Brad is also the proud grandfather of Haeley, Lucas, Nolan and Jaelyn.

  

Bio
Photo of team member

Kelly Daylong
×

Kelly Daylong

Phone: 425-483-3100

Email: kelly@i-fea.com

Kelly is a Registered Assistant with 16 years of experience in the financial services industry. She currently holds series 6 & 63 security licenses.

Kelly overseas the administrative and back office operations at Financial & Estate Advisors. Her most important objective is to provide clients with exceptional customer service.  She truly has the best interests of our clients at heart.

More about Kelly;

Kelly was born and raised in Nampa, Idaho.  She moved to Snohomish with her family in 2001 to begin working with longtime friend, Brad Long when he founded Financial & Estate Advisors.

Kelly is married to Eric, a Seattle Law Enforcement Officer.  They have two children; Amanda & Jacob and a 6 year old grandson, Kelan.

Kelly is a registered assistant with United Planners Financial Services

Bio

What We Do

In today's complex financial markets, you are faced with a wealth of information about financial products and services. 

We Can Help

This video is brought to you by AssetMark, Inc. (AssetMark). Your financial advisor is not affiliated with AssetMark, but may use this video to explain financial concepts with AssetMark’s permission.

Who We Serve

We offer a wide range of financial products and services to individuals and business owners.

Learn More

 

Individuals and Family

Investments can play a key role in your financial security plan. A blend of the right investments can help achieve your goals.

 

Business Owners

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

Resources

We've got the resources to keep you informed.

Home

 

Partners

 

Articles

 

Library

 

Client Login

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 425-483-3100

Email: Brad@i-fea.com

Address: 15845 NE 165th St, Woodinville, WA 9807

Get Directions

 

Quick Message

  • Sitemap
  • Legal, privacy, copyright and trademark information
 
 

This information is intended for use only by residents of Arizona, California, Hawaii, Oregon, Texas & Washington. Securities-related services may not be provided to individuals residing in any state not listed above.

Insurance-related services may not be provided to individuals residing in any states other than California and Washington.

Brad Long is a Registered Principal offering Securities through United Planners Financial Services of America, a Limited Partnership, member FINRA/SIPC. Brad Long offers Investment Advisory Services through Financial & Estate Advisors, Inc., a Registered Investment Adviser. United Planners and Financial & Estate Advisors, Inc. are Independent companies.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

© 2025 Financial & Estate Advisors . All rights reserved.

Website Design For Financial Services Professionals