Overview of Services
Creating, managing, and preserving wealth.
From investing for growth or income, to managing accounts for individual objectives, to preserving and passing wealth to desired beneficiaries, Newbridge Financial Services Group, Inc. provides a vast array of investment products, services, and solutions that can help you pursue your unique financial objectives.
In addition, access to a comprehensive array of investment services, an Independent Representative of Newbridge has the freedom of choice to tailor solutions for each client. Whether using a full-service brokerage account or a state-of-the-art asset management account, clients can enjoy comprehensive investment products, financial services, and planning strategies.
This includes diverse products and services designed for a variety of purposes: from traditional investments, to risk management strategies designed to help safeguard income and assets, to alternative investments for those looking to diversify a portfolio strategy.
With such a broad availability of investment options, Newbridge Financial Services Group, Inc. representatives are able to deliver customized portfolio solutions to suit specific financial goals during various life stages.
When your goals meet our capabilities, we work towards potentially maximizing value and delivering results by tapping into unique and innovative solutions.
These Options Include:
- Traditional investments — such as stocks, bonds, mutual funds, and ETFs. Our experienced advisors are supported by dedicated specialists through leading vendors and our institutional clearing relationships.
- Advisory services — our open architecture platform provides a full range of fee-based advisory programs across major custodians including advisor-directed accounts, separate accounts managed by third-party money managers, well-known institutional asset managers, and turnkey managed account programs.
- Alternative Investments — We offer a wide range of alternative investment products such as REITs, managed futures, oil and gas programs, equipment leasing and other alternative investments to help sophisticated investors implement diversified portfolio strategies.
- Retirement Income and Education Products – We offer a wide range of retirement accounts, plans and products, including 529 plans, IRAs, SEP IRAs, SAR-SEP IRAs, Simple IRAs, Roth IRAs, 401(k) plans, pension plans, profit-sharing plans and variable annuities.
- Insurance Products* — We can help reduce the risk of financial loss by utilizing life, health, disability, long-term care and other insurance products. We can help protect and prolong income by utilizing various types of annuity products. Clarifying the complex world of insurance products, explaining the various costs, features, benefits, riders, pay out factors, and helping you make better investment decisions are key services we provide regarding:
- Life Insurance — we can help you identity the right amount of coverage, proper ownership structure, and source competitive products to maximize benefits and minimize cost.
- Disability insurance — can help reduce that risk that a debilitating injury or illness could otherwise have on you and your dependent’s financial security.
- Long Term Care Insurance — can protect against rising health care costs and provide coverage commonly needed now that more people are living longer lives.
- Group Benefits, Health Insurance and Medigap coverage.
For additional information, view our Investment Products.
*Variable Insurance Products and Fixed Insurance Products are offered through Newbridge Securities Corporation.