Updated November 01, 2023
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Newbridge Financial Services Group, Inc.

Investment Advisor Firm
Total assets under management$472M
Years in business17+

About Newbridge Financial Services Group, Inc.

Newbridge Financial Services Group, Inc. offers a comprehensive range of financial services dedicated to creating, managing, and preserving wealth. With a commitment to helping clients achieve their financial goals, they provide an extensive selection of investment products and solutions.

Their services encompass a broad spectrum of financial objectives, from investing for growth or income to safeguarding and transferring wealth to chosen beneficiaries. Newbridge Financial Services Group empowers its Independent Representatives with the flexibility to customize solutions for each client. Whether utilizing full-service brokerage accounts or state-of-the-art asset management accounts, clients have access to a diverse array of investment products, financial services, and planning strategies.

These offerings include traditional investments like stocks, bonds, mutual funds, and ETFs, supported by experienced advisors. Additionally, they provide fee-based advisory programs, alternative investments, and retirement and education products, including IRAs, 401(k) plans, and variable annuities.

Furthermore, Newbridge Financial Services Group offers insurance products to mitigate financial risks, including life, health, disability, and long-term care insurance, along with group benefits, health insurance, and Medigap coverage. Their mission is to deliver tailored portfolio solutions that align with clients' unique financial objectives, offering innovative solutions and maximizing value.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Traditional Investments
  2. Advisory Services
  3. Alternative Investments
  4. Insurance Products
  5. Asset Allocation
  6. Charitable Gifting
  7. Education Planning
  8. Estate Planning
  9. Wealth Transfer
  10. Retirement Planning
  11. Risk Management
  12. Insurance Planning

More about Newbridge Financial Services Group, Inc.

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
13081478

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Pricing options

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