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Private Wealth Services & Investment Advisory | Blackbridge Financial | Blackbridge Financial
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Focused Approach

Focused Approach

Customized wealth management & comprehensive investment advisory plans with active oversight & proactive advice.

Objective Advice

Objective Advice

We believe in providing transparent, objective advice; no quotas to meet and no proprietary products to sell.

Exceptional Service

Exceptional Service

We are completely focused on your financial future and passionate about delivering exceptional client service.

Foundation of Trust

Foundation of Trust

Your relationship with us is based upon trust. We serve our clients with the highest levels of respect, integrity, & competence.

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WELCOME TO BLACKBRIDGE FINANCIAL

A comprehensive wealth advisory practice with offices located throughout the U.S.

Private Wealth Services • Corporate Services • Financial Institution Services

CONVENIENCE

Ease of finding an

experienced advisor

22 Convenient

Office Locations

On-line

account access

Toll-free

Number

Growing

National Footprint

Internet-based

Meetings Available

Investment Objective &

Goal Clarification

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CONFIDENCE

Complex topics

explained

Fiduciary

Commitment

Holistic financial

planning process

Experience in various

market cycles

Retirement Plan

Fiduciary

Institutional

Relationship Manager

Honoring clients’

best interest

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CONNECTION

Coalition of

financial professionals

Collaboration of

Talent & Resources

Commitment to Serving

our Communities

Experienced Registered

Investment Advisor

 National

Broker/Dealer

Transparency & Open

Communication

Succession Plan for

seamless service

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