Build and Protect Your Wealth in Uncertain Times
Strategies That Weather Market Downturns
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Build and Protect Your Wealth in Uncertain Times
Strategies That Weather
Market Downturns
Benefit Today
Benefit Today
Financial Planning and Growth *
- Maximize Wealth Accumulation
- Safeguard Investments
- Achieve Long-Term Stability
Legacy Planning *
- Optimize Gifting & Tax
Strategies - Secure Your Assets
- Protect Your Family
Income Preservation *
- Maximize Cash Flow
- Protect Your Portfolio During
Market Downturns - Preserve Long Term Income
Retirement Success *
- Plan for a Secure Retirement
- Protect Retirement Income
- Enjoy Financial Peace
Real Stories, Real Success: Hear From Our Clients
"My advisor takes the time to explain everything in terms that I can understand and shows me all the options available before I make a decision."
Otto (Client)
"The entire Newbridge team has been awesome. They are knowledgeable, responsive, and they have a wide diversity of products they offer. They are very much aligned with what your personal goals are and can customize your approach for the many different services that they offer."
Jason (Client)
Proven Success in Numbers
3+ Billion
Assets under management.
25+ Years
Years in business.
Optimize Your Finances Today for a Wealthier Tomorrow
Don’t wait, ensure your wealth is managed with expertise and precision.
Newbridge Financial Inc. provides comprehensive, collaborative financial solutions to individuals and families, businesses, and institutions. Newbridge experienced financial professionals leverage the diverse resources and expertise of its affiliated companies to help clients create a sound financial strategy based on their financial goals.
Newbridge encompasses the affiliated entities and capabilities described below:
• Newbridge Securities Corporation (NSC), a FINRA registered broker/dealer and member SIPC, offers securities and variable insurance products.
• Newbridge Financial Services Group (NFSG), an SEC registered investment advisor, provides fee-based asset management and advisory services.
• Newbridge Insurance Services, Inc. (NIS), offers fixed insurance products, including fixed annuities (but not variable products).
Securities offered through Newbridge Securities Corporation, Member FINRA, SIPC and Investment Advisory Services offered through Newbridge Financial Services Group Inc. an SEC Registered Investment Adviser. Insurance services offered through Newbridge Insurance Services, Inc. 1200 North Federal Highway, Suite 400, Boca Raton, FL 33432 Toll-Free #: 877-447-9625 Phone: 954-334-3450 Fax: 954-489-2390. Newbridge Financial, Inc. does not provide tax or legal advice. Clients should consult a professional tax advisor for their tax needs, and a professional attorney for their legal advice.
Additional information about Newbridge Financial, Inc. services and capabilities can be found throughout the website www.newbridgesecurities.com.
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Our Investment Partners
Our Investment Partners
"The team has been very responsive and always available to answer any questions or concerns I may have. I highly recommend Newbridge Securities to anyone looking for reliable and trustworthy financial planning services."
Ronald (Client)
"I consider my relationship with my advisor team an 'opportunity'! I am excited to work with them every day and have shared my privilege with people I would never have before."
Penny (Client)