Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.
Contact your local Raymond James office for information and availability. External links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Contact your local Raymond James office for information and availability. External links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Services
As independent professional advisors, we offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your distinct situation, your attitudes, preferences, and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
After more than a decade of experience in the financial services industry, Ed Bradford was looking for a way to better meet the distinct needs and financial goals of each of his clients. Partnering with Raymond James gave Ed the ability to offer a wider range of financial and retirement planning strategies without any conflicts of interest.
Nicole Leone graduated from St. John Fisher College with a Bachelor of Science degree in Childhood and Special Education and has a background in customer service, working previously for The Spa at the Del Monte as a Spa Coordinator for six years. She started working for Liftbridge Financial Advisors part time in 2011 while she worked as a Substitute Teacher and joined the team full time in 2013.
Ed provides ongoing support to such causes and events as the Fairport Partnership for a Better Community, the Golisano Children's Hospital, the Fairport Music and Food Festival, Home for the Holidays, the Fairport Rotary Club, and the Perinton Historical Society. He sponsors a food drive twice a year in support of the Perinton Food Shelf and participates in the village Scarecrow Festival.
Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Our stock is traded on the New York Stock Exchange (RJF).
Reviews (1)
Nate Crofoot
Nov 24, 2019
Report
I reached out to Mr. Bradford to discuss the status of a joint account during the period of a divorce. While the performance of our investments during our time here performed reasonably, his conduct and professionalism during the divorce was astonishingly unprofessional. As a customer who still had tens of thousands of dollars invested with him he was downright rude and wouldn’t even discuss the status of my account with me. As a business owner myself I seriously think about and use discretion before negatively reviewing any business, as it effects someone’s livelihood. But in this case I have
