Our Services

The Bridge Financial Group, a full service financial services firm, helps their clients reach financial success today, tomorrow and in the future.  Unlike other firms that push products upon clients, The Bridge Financial Associates build lasting relationships with their clients helping them address the concerns of everyday life while keeping an eye on the future.

We believe what is lacking in today’s financial services market are effective strategies that actually help clients obtain their financial objectives.  Other firms, the media and the Internet steer individuals towards quick fixes and short-term viewpoints.  In contrast, we focus our clients on long-term strategies that ensure they are protected today and in the future.  Those long-term strategies are present in a multitude of areas:


  • Income protection
  • Investments*
  • College planning
  • Estate planning
  • Charitable planning
  • Health insurance
  • Life insurance
  • Retirement plans
  • Tax planning
  • Business succession
  • Employee benefits
  • Asset protection