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Bradley Long

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Bradley Long
Phone: 
425-483-3100
E-mail: 
brad@i-fea.com

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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.

  

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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

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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.

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