Your vision. Our passion.
Your financial future—simplified.
I am…
Whether you’re approaching retirement or it’s still on the horizon, we invite you to learn more
about the services we offer, and types of clients we specialize in.
Whether you’re approaching retirement or it’s still on the horizon, we invite you to learn more
about the services we offer, and types of clients we specialize in.
Everyone deserves freedom, dignity, and peace of mind.
Bridge Financial Strategies understands this—and empowers you to achieve them.
We help you identify what is truly important to you—your deepest values—and make them the cornerstone of your financial plan. We guide you in developing your goals, design a customized strategy to reach them, and most importantly, ensure your strategy is implemented and maintained, so you can experience more of what matters to you.
Because we believe that everyone deserves freedom, dignity, and peace of mind, we are passionate about helping you achieve your financial goals. It is our pleasure and privilege to learn about your dreams, and then apply our skills and knowledge to help make them a reality.
Whether you’re approaching retirement or it’s still on the horizon, we invite you to learn more
about the services we offer, and types of clients we specialize in.
While we offer solutions for individuals and families in many different stages of life, at Bridge Financial Strategies we are uniquely
positioned to serve individuals who are nearing retirement. Click here to learn more..
Let us help you protect and enjoy what you’ve worked hard to achieve.
Get the expert financial advice you need during and after your divorce; be empowered to make confident financial decisions for a secure future.
Maintain your career focus while delegating your personal finance management to us.
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BBB Accreditation Standards represent standards for business accreditation by BBB. Businesses based in the United States and Canada that meet these standards and complete all application procedures will be accredited by BBB. The Code is built on the BBB Standards for Trust, eight principles that summarize important elements of creating and maintaining trust in business.
BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’ product quality or competency in performing services.
Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.
11111 N. Scottsdale Road, Suite 205
Scottsdale, AZ 85254
Advisory services are offered through Bridge Financial Strategies, LLC, an Investment Adviser in the State of Arizona and where otherwise legally permitted. Bridge Financial Strategies is not affiliated with or endorsed by the Social Security Administration or any government agency. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation. The information contained in this material have been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Images , photographs, and videos are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons represented. Investment recommendations require a review of an investor's objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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