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Bradley H. Cantrill, CFP®

Cantrill Financial Group LLC

3939 Beltline Rd
Ste 310
Addison, TX 75001
Phone: (469) 522-4053

Web site

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Estate Planning
  • Investment Management
  • Retirement

 

About My Practice

Cantrill Financial Group LLC is an independent fee based wealth management practice serving clients in the North Texas area.  Our professionals stress the fundamental principles of education, accountability, and total coordination of wealth management services.  Our business philosophy is to treat each client like family and to empower them to make educated choices that fit within their goals, aspirations, or personal lifestyle.

 

Experience

12 years.

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
NFP Securities, Inc.
Broker-Dealer Disclaimer
Securities and Investment Advisory Services offered through NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor NFP Securities, Inc. is not affiliated with Cantrill Financial Group LLC.

 

How Planner Charges

Considerations: A flat fee is assessed for all financial planning and advisory services.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.