Investment Products
Providing comprehensive investment and financial planning advice is our goal. We can provide you with the tools to meet your personal savings, investing and financial planning needs.
A Newbridge Financial Adviser’s independence enables them to offer a wide range of products and services. Whether using a full service brokerage account, in which the Financial Adviser and the client choose the level of service appropriate, or a state-of-the-art asset management account, clients have the freedom and flexibility to create the optimal strategy. Newbridge Adviser’s plan, service and execute a wide variety of client needs through:
Stocks
- NYSE listed stocks
- NASDAQ Over the Counter
- All other major exchanges
Bonds
- Municipal (Tax-Free)
- Corporate
Other Products and Services
- Certificates of deposit
- Structured notes
- Mutual Funds
- Open-end Funds
- Closed-end Funds
- No Transaction Fee Funds
- Load Waived Funds
- Exchange Traded Funds
- Unit Investment Trusts
- Asset Management (Investment advisory services offered through Newbridge Financial Services Group, Inc.)
- Fee-based asset management
- Individually managed accounts
- Third-party money managers
- Independent manager search
- Performance monitoring and reporting
- Wrap-fee accounts
- Asset allocation
- Alternative Investments
- Options
- Retirement Plans and Accounts
- Cash Management
- Daily sweep accounts
- Money market
- Online account access
- Insurance (Variable Insurance and Fixed Insurance Products are offered through Newbridge Securities Corporation)
- Fixed annuities
- Variable annuities
- Term life
- Variable life
- Universal life
- Whole life
- Disability
- Long-term care