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ABOUT BRIDGE FINANCIAL

ABOUT BRIDGE FINANCIAL

Bridge Financial offers tax and financial services for clients throughout the United States. Financial advisers at Bridge Financial have developed fundamental understanding of income taxes to better serve their valued clients.

Brothers Adam and Alexander Palas founded Bridge Financial in 2008 with one goal in mind; to provide hard-working savers with the tools to develop a sound tax and financial plan. As sons of hard working immigrant parents, Adam and Alex witnessed the value of saving money, and the importance of securing the savings for the future.

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RETIREMENT PLANNING

RETIREMENT PLANNING

Develop a plan that addresses how much income you will need at retirement, how to pay the least amount of tax on that income, and how to get there with the least amount of risk.

CALL: 1 888 401K IRA

Financial Review
INDIVIDUAL AND BUSINESS TAXATION

INDIVIDUAL AND BUSINESS TAXATION

Tired of feeling like a number when your taxes are prepared? Meet with a Bridge Financial adviser that represents you, and not the IRS. Develop a plan that complies with the IRS code today.

Tax Planning Review
PORTFOLIO MANAGEMENT

PORTFOLIO MANAGEMENT

Concerned about the economy, national debt, or inflation? Work with a Bridge Financial adviser to help develop your retirement portfolio that aims to mitigate risk and take part in global market trends. 

CALL: 1 888 401K IRA

Portfolio Review

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