Corporate Cash Management

Lions Bridge Financial has the products and management expertise to assist any institution with its short term or working capital cash portfolios.

We utilize institutional funds and have access to institutional fixed income managers we select based on your corporate goals and investment policy with the goal of providing high levels of safety, liquidity, and yield that help take the guesswork out of investing.  

Business Services

• Business Transitions
• Corporate Cash Management
• Company 529 Plans
• Employee Education
• Estate Planning
• Life Insurance
• Long Term Care  
• Key Executive Planning
• Retirement Plans
• Wealth Protection

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