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Bridge Financial Solutions

Bridge Financial Solutions

Wealth Management

(941) 795-2000

At Bridge Financial Solutions, my philosophy is to provide clients with personal and professional service. I offer Investment Advisory Service, Estate Planning, Tax Preparation & Planning, Insurance and a full range of Employee Benefit Plans.

My mission is to create and maintain wealth for our clients through long-term effective asset management. I build client relationships based on trust, competent professional advice, continual communication and prompt personal service. I assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process.

Success is based on our avid commitment to research. I have equipped our business with the most advanced technology available in the financial service industry and utilize those capabilities to the fullest. These investments in my business have allowed me to give my clients the intensely personalized asset analysis, allocation and investment service.

Thank you for visiting my virtual office, and please don’t hesitate to contact me for a real-life meeting.