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Bradford Pine Wealth Group

@bradfordpinewealth

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Brad Pine, Wealth Advisor | President Bradford Pine Wealth Group | Wealth management, retirement | Embracing AI | Port Washington, Long Island, NYC

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I'm Brad Pine, Wealth Advisor and President of Bradford Pine Wealth Group in Port Washington, NY. I work with individuals and families on wealth management and retirement planning.

This page is where I share my weekday market briefings and updates from the firm. Glad you're here.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Bradford Pine Wealth Group and LPL Financial are separate entities. This material is for informational and educational purposes only and does not constitute financial, tax, or investment advice. Please consult with a qualified professional regarding your specific situation. by @bradfordpinewealth

👉👉Every weekday I share two market briefings in my stories.

The Morning Briefing goes up at 7 AM ET with what to watch as markets open. The Daily Recap goes up at 4:30 PM ET with how the trading day ended. Plain English, no jargon, just a few minutes each.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Bradford Pine Wealth Group and LPL Financial are separate entities. This material is for informational and educational purposes only and does not constitute financial, tax, or investment advice. Please consult with a qualified professional regarding your specific situation. by @bradfordpinewealth

Come inside our new office at 2 Seaview Blvd in Port Washington, NY. This is where the work gets done. Take the tour in the video below.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Bradford Pine Wealth Group and LPL Financial are separate entities. This material is for informational and educational purposes only and does not constitute financial, tax, or investment advice. Please consult with a qualified professional regarding your specific situation. by @bradfordpinewealth

Am I going to be OK?

That is the question behind almost every retirement conversation.

Clarity looks like knowing what you have, what you need, and what your choices are. No jargon. No pressure. Just a clear picture of where you stand.

The video walks through three steps that bring that picture into focus.

Want the expense analysis worksheet? Download it at:

blog.bradfordpinewealth.com/expense-analysis-worksheet.pdf.

Questions about your own plan? Call or text (516) 747-5777 or email bpine@bradfordpinewealth.com.

Follow this page for the weekday briefings.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Bradford Pine Wealth Group and LPL Financial are separate entities. This material is for informational and educational purposes only and does not constitute financial, tax, or investment advice. Please consult with a qualified professional regarding your specific situation. by @bradfordpinewealth