Services

How Can We Help You?

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Financial Planning

Get the peace of mind that comes from making your financial life simpler today and more secure tomorrow.
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Investment Management

We'll help you become a patient, long-term investor with a portfolio designed for one thing: To support your goals and dreams.
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Your Personal CFO

You've got financial questions. Our advisors have the answers. And they'll help you make informed decisions.
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Insurance Advice

Our comprehensive review of your financial situation includes an analysis of your insurance needs and coverage.
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Why Hire a Planner?

Creating a financial plan gets you organized, helps you see the big picture and set goals.
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Save for College

The rising cost of higher education is a concern for everyone. We'll show you how to save for college as part of your comprehensive financial plan.
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Retirement Planning

When can I retire? How much do I need to save? And what’s the best way to build my nest egg? Find out with retirement planning.
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Estate Planning

We can streamline the estate planning process and create an overall gifting strategy that matches your values and priorities.
About Us

Independent Financial Advisors

bradway_team2Our advisors will help you understand your current financial situation. They’ll listen as you share your goals and dreams. And then they’ll develop a customized financial plan that organizes your finances and supports your goals, from saving for college and retirement to building wealth and leaving a legacy for your loved ones.

Bradway Financial was created as a better way to provide comprehensive financial planning and investment management services. The goal was to create an independent firm. One that puts clients first. One free from the conflicts of interest inherent in the sales- and commission-driven world of the Wall Street brokers, big banks and insurance companies.

Back in the 1990s, advisors Brian K. Case, CFP®, and Craig A. Roncaioli, ChFC, worked together at MassMutual. They became disillusioned with the financial services industry’s emphasis on sales, which put prospective clients ahead of current clients. They left MassMutual in the late 1990s so that they could put clients first and provide truly objective financial advice. Brian became a solo practitioner, while Craig joined an independent firm. They teamed up again when Bradway Financial was created in 2007 as a fee-based, independent Registered Investment Advisor. Unlike Wall Street firms and their broker-dealers, we’re fiduciaries who are legally required to act in the best interests of each client. We also happen to think that acting in your best interests is the right way – and the only way – to conduct business.

Together with our support team, we strive to provide our clients with outstanding, highly personalized service. Our offices are conveniently located in Longmeadow, MA, and West Hartford, CT.

HOW WE WORK
Why Hire a Planner? | What to Expect | Financial Planning Process

MEET OUR ADVISORS
Brian K. Case, CFP® | Craig A. Roncaioli, ChFC

MEET THE TEAM
Client Services: Maria Duncan, CFP® | Kristina Gambino | Kelly Landron
Business Development: Sue Holland
Communications: Bill Stephens

AFFILIATED ADVISORS
Rick Duncan