Lions Bridge Financial Advisors, Inc.
The Lions Bridge Financial Difference
We Are On A Mission
To be the leading provider of financial services to families, individuals and businesses in the communities we serve. To be known for our integrity, outstanding customer service, teamwork with other professionals (Tax Professionals, Estate Planning Attorneys, 401(k) Plan Providers, Third Party Administrators and Mortgage Professionals), and for results—getting our clients to and through retirement soundly.
Who We Are
Knowledgeable financial advisory team who is continuously learning and staying informed about markets, the economy, and ever-changing investments. We stay informed so we can keep our clients informed. Our team cares personally about each of our clients, their families, businesses we work with, and their owners, and works hard to help them work toward both short and long term success.
What We Do
Partner with clients, and their professional team (estate planning attorney, tax advisor), to build each family a detailed personalized investment strategy that we then implement, monitor, and alter as life or opportunities change. No two clients are alike, so no two plans and investment strategies are identical. We’re accessible, and our client's plans are flexible, so as our clients’ lives changes, we can change their strategy to accomodate new life events.
How We Do It
We use independent research, innovative software and the resources of LPL Financial, the largest independent financial services firm in the country (as reported by Financial Planning Magazine, June 2006-2012 based on total revenue). Then we take that information, create the individualized plans and communicate them to our clients using simple, clear language. No confusing financial jargon.
Why Choose Lions Bridge Financial?
Bottom line: We love what we do. We excel at what we do. And we care about our clients and their success. We are known for our integrity, knowledge and superior, personalized client service.