Welcome to 
The Bridge Financial Group!

CONNECT

Address:

8040 Hosbrook Road, Suite 300
Cincinnati, OH 45236

Phone:

513-891-2005

Our Firm

 

Our Firm:

The Bridge Financial Group works with clients establishing a holistic plan that address all of the twists and turns that life throws at them.  Many families, professionals and business owners intend to have an organized, comprehensive plan that addresses today, tomorrow and the future, but most people do not have the time to ensure that a proper plan is in place.  Often, people are led to believe they have a plan because they have purchased a product or made an investment.  The truth is that a comprehensive financial plan is not owning the hot investment or the right type of life insurance.

 

At The Bridge Financial Group, we bridge the gap between insurance and investments by addressing all of the important aspects of our client's lives that are often ignored by others in our industry.  This comprehensive approach provides our clients peace of mind because they know they are prepared for whatever life events come their way.

 

 

Our History:

In 1997, Patrick Wilson left behind the legal field and entered in the financial services industry desirous of a career that would have a positive impact on his clients.  Patrick joined his father, Tom, at Wilson Associates Financial Group.  During his role as a financial advisor, sales manager, and firm president, Patrick has helped his clients in all areas of their lives. 

Effective January 1, 2013, Patrick founded The Bridge Financial Group, a financial services firm located in Kenwood, dedicated to serving their clients, their associates, and their local community. The Bridge Financial Group is affiliated with Twenty First Century Financial, a regional firm with offices located in Akron, Pittsburgh and Columbus.  This strategic partnership provides our clients expertise and depth of resources that would not ordinarily be available from one firm.

 

Grand Opening Ribbon Cutting at The Bridge Financial Group

 

 

 

 

 

 

 

 

 

 

 

 

Patrick Wilson and associates at the Grand Opening Ribbon Cutting ceremony for The Bridge Financial Group.  

Pictured, left to right:  Mike Wilson, Gerry Linarducci, Bill Bangert, Jon Berniger, Patrick Wilson, Jack Christopher, Maury Stewart, Bill Gearhart, Mike Sarver, Bill Stevens, Mark Vujevich and Paul Wilson

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck