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Brian Bedford

Senior Vice President, Financial Advisor

ChFC, CASL®, AIF®

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Brian’s Locations

5801 Pelican Bay Blvd Suite 302
Naples, FL 34108
(239) 610-3054
1485 Monroe Ave
Rochester, NY 14618
(585) 241-5250
106 W. Utica Street, Suite A
Oswego, NY 13126
(315) 800-5804
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About Brian

Brian Bedford has over 20 years of financial services industry experience. He specializes in leading clients to and through retirement, assisting individuals and couples with the management, preservation and transfer of their wealth. For more than 20 years Brian has worked with clients to assess their needs and goals, develop comprehensive financial plans and implement and review their plans on a regular basis. Brian joined Wealth Enhancement Group in 2023 through the Legacy Financial Planning acquisition. Legacy Financial Planning was founded by Brian and Tammy Mogilski while at MetLife. Brian and his wife, Colleen, live in Webster, NY with their three children: Keegan, Ainsley, and Marin. Brian loves the outdoors, is an avid boater and enjoys fishing, hunting, and skiing.

Education

  • BS - Business Administration, Rochester Institute of Technology, E. Phillip Saunders College of Business

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One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

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(Weekdays 8am–6pm Central)

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