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Office Location – Melville, NY
68 S Service Rd Melville, NY 11747
Cell: 516-652-8561
Office: 631-577-7999
Mission 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.
Disclosures
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.
Insurance:
Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.
Advisory:
Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This is a mixed business website, Royal Fund Management, LLC and CSI Financial Group separate entities. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.
Insurance and Advisory:
Both of the above.
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