Liftbridge Financial Advisors

6 North Main St Suite 400 W
Fairport NY  14450

Phone: (585) 377-4500

Liftbridge Financial Advisors

As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique 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.

Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, We'll thoroughly explain the investment strategies we recommend, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.

Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James, investors are offered an extensive array of investment alternatives and services.

Asset Allocation - Asset allocation versus diversification - what's the difference?
Asset Management - Discover the benefits of professional asset management.
Estate Planning - Trust services for the preservation of assets and the fulfillment of wishes.
Financial Planning - Your financial future is important. Don't trust it to just anyone.
Retirement Planning - In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
Stocks - How do stocks fit into my financial plan?
College Planning - What will it take to deliver the dream?
Bonds - Are bonds right for you?
Identity Theft - The more you know about identity theft, the better you can protect yourself.
401(k) - What to expect from your 401(k) advisor.
Insurance and Annuities - Preparing for the unexpected may start with quality insurance alternatives.
Investment Banking - Serving the capital and advisory needs of today's middle-market companies.
Tax Planning - Prepare for taxes all year round.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Liftbridge Financial Group is independent of Raymond James.

Important Disclosure Information: http://raymondjames.com/smicd.htm

Official Page of Financial Advisors, Edward J. Bradford, AAMS and Jeff Sharman, CFP

As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to acc

Show Map Website

Business Information


Parking: Street, Parking Lot

Categories: Bank/Financial Institution, Financial Services, Local Service, Professional Services

Hours

Mon: 8:30 am - 4:30 pm
Tue: 8:30 am - 4:30 pm
Wed: 8:30 am - 4:30 pm
Thu: 8:30 am - 4:30 pm
Fri: 8:30 am - 4:30 pm



Report a Problem

Rochester Tweets

TMJ-ROC Cust. Srv.
TMJ-ROC Cust. Srv.
Looking to score a job at Lowe's? You're in luck. Click the link in our bio for the job description and information… https://t.co/mejZPNh3Du

TMJ-ROC Manuf Jobs
TMJ-ROC Manuf Jobs
This #Manufacturing job might be a great fit for you. Click the link in our bio to see it and more. Quality- Weeken… https://t.co/rsl9Bu4Rde

Bug Jar Shows
Bug Jar Shows
Tonight @ 8:00pm • #halothane #metal #heavymetal #bugjar #rochester #livemusic #musicdiscovery #nysmusic… https://t.co/CyXDk1me7r

Anne L. Wakeman
Anne L. Wakeman
RT @rochester: This is #ROC! ❄️ #thisisroc

Deyana Pilar
Deyana Pilar
Rain today! With a high of 41F and a low of 32F. #Rochester #Weather

M.E. Nesser
M.E. Nesser
Yea, that’s my face. #marknme #thehappyhooha #BrazilianWax #Rochester https://t.co/4wDIHtQe9Y

Friedman&Ranzenhofer
Friedman&Ranzenhofer
With winter approaching, Buffalo area snowmobilers should be aware that it is not only illegal to operate a snowmob… https://t.co/xBbMCP4SwA

irene triantafilou
irene triantafilou
RT @rochester: This is #ROC! ❄️ #thisisroc

Rachel Laber
Rachel Laber
RT @rochester: This is #ROC! ❄️ #thisisroc

Arete Auto Salon
Arete Auto Salon
Clean and conditioned, just the way we like our own interiors! Keep yours in proper form with a detail at Areté.… https://t.co/sj19JZDM96