Brad Harris Davidoff

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

My Mission

I know when it comes to helping clients who aspire to have a secure financial future, there is no absolute method. I incorporate areas that best suit the needs of my clients. I specialize in risk protection and wealth accumulation, working with Specialists to provide leading-edge solutions through our world class insurance services estate planning and esteemed investment products. My team and I do not do this for the laurels-it’s about building a genuine, lasting and ardent relationship toward a common goal, financial security.