Independent Financial Advisors

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.

Meet The Team

Client Services:
Kristina Gambino  |  Sue Holland
Communications: Bill Stephens

Why Hire A Planner?

Creating a financial plan gets you organized, helps you see the big picture and set goals. Regular reviews keep you on track.

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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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What To Expect

At our introductory meeting, we’ll explain what we do, learn about you and how we can help you become financially prepared. 

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