Let's Start the Conversation.
Whether you're preparing for retirement, evaluating your financial plan, navigating Federal benefits or thinking about the legacy you want to leave behind, the first step can simply be a conversation.
How Can We Help?
Tell us a little about what you'd like to discuss, or use the contact information below to reach Philip directly.
Start Here.
Share your contact information and a brief message. We'll follow up with you.
Contact Information
Prefer to reach out directly? Use the information below or schedule a conversation at a time that works for you.
Melville, NY 11747
Choose a Time That Works for You.
Schedule a conversation directly with Philip.
Schedule a ConversationWhat Happens Next?
The purpose of the first conversation is to better understand your questions, priorities and financial picture.
Start With You
We'll begin with what's important to you—your goals, concerns, family and vision for the future.
Understand the Picture
The conversation can help identify how retirement, investments, taxes, benefits, estate planning and risk management may connect.
Discuss the Next Step
If it makes sense to continue, Philip can help outline the next steps toward a more coordinated financial plan.
Ready to Start the Conversation?
You don't need to have every question figured out before reaching out. Start with where you are today, and let's talk about where you want to go.
Schedule a ConversationMission Statement
Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.
Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.
Request Information
Mayflower Financial Advisors, LLC (dba Mayflower Advisors, "Mayflower") is an SEC registered investment adviser with its principal place of business in Boston, Massachusetts. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Mayflower Advisors, a Registered Investment Advisor. Private Client Services and Mayflower Advisors are unaffiliated entities. A copy of Mayflower's current written disclosure statement as set forth on Form ADV, discussing Mayflower's business operations, services and fees is available upon written request or by visiting the SEC's website at http://www.adviserinfo.sec.gov. Member FINRA (https://www.finra.org) / SIPC (https://www.sipc.org). Obtain more information about our firm and its financial professionals at FINRA's BrokerCheck: https://brokercheck.finra.org.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist.
Bridge Wealth Strategies Inc. is not affiliated with the US Government. The materials presented on this website are intended as an educational overview and are not intended to provide specific advice to individuals without further consultation.
Bridge Wealth Strategies Inc. does not provide legal or tax-accounting advice. Please consult with a qualified attorney or CPA for proper legal or accounting counsel.
Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.
Copyright 2026 | Built, Powered & Developed by: ePIC Services Company