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How We Work

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:



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Income protection

College planning

Estate planning

Charitable planning

Retirement plans

Tax planning

Business succession

Employee benefits

Asset protection


Health insurance

Life insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  513-891-2005