132 Venturi Drive
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Personalized Financial Services
Financial services, tailored to you.
Brad Werner, Accredited Asset Management Specialist, (AAMS), is a financial consultant who is committed to helping his clients find the solutions that will allow them to meet their financial goals. Brad's advice and committed service, as an independent advisor, can help you obtain financial freedom, independence, and enjoy life.
Plan for the Unexpected
For Brad's clients, his ability to help them around and over life's challenges make him an invaluable friend. He works with them to develop financial strategies to plan for the future. "The planning process can be liberating," says Brad. "I try to make sure that my clients know that they are on the right track."
If you are looking for a professional who can help you reach true financial freedom, know that you can count on Brad Werner and his staff at Brad Werner & Co. for help planning your retirement, investments and estate. Call or e-mail him today!
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.