Brady Wealth Management, Insurance and Financial Services is a boutique style retirement and financial services firm. When visiting with us you will be greeted with professionalism and respect in a comfortable environment to get your retirement questions answered. We believe in relationships, honesty, integrity and transparency, and we care deeply about the financial independence of our clients.
To schedule a time to discuss your financial future and your financial strategy, contact us at firstname.lastname@example.org or call us at (805) 845-4847 today! Licensed for Insurance in California, Nevada, Oregon and Arizona.
We have offices in Santa Barbara, Pasadena, Ventura and Los Angeles to meet with you by appointment. Proudly serving California for over 22 years. Call for an appointment today at (805) 845-4847.
Licensed for Insurance in California, Nevada, Oregon and Arizona.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Brady Schmidt CA Dept of Insurance License #0632846 and Erin Schmidt CA Dept of Insurance License #0L07961. Erin Schmidt offers investment advisory services through AE Wealth Management, LLC. Only Erin Schmidt of Brady Wealth Management Insurance and Financial Services is registered to give investment advice.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Brady Schmidt, Erin Schmidt or Brady Wealth Management Insurance and Financial Services is stated or implied.