We offer personalized recommendations that are based on understanding you. By building lasting relationships and applying modern technology to support our expertise, we customize your financial journey. Numbers are only part of your story.
We believe the best way to help our clients make prudent financial decisions is to understand your complete financial picture and develop custom strategic plans that create the context for your long-term financial strategy.
BridgePort Financial Solutions offers customized strategies to meet the unique investment objectives of each client.
We consult with a client’s other experts and guide their efforts to complement the client’s goals. We feel a holistic, coordinated approach can yield a deeper analysis and may increase progress to attain your goals.
Are you looking to optimize your tax strategy and maximize your savings? At BridgePort Tax & Business Services, we offer professional services such as tax strategy, consulting, bookkeeping, and tax filing preparation tailored to your unique needs.
Our clients receive advanced and sophisticated services for vendor search/review, fee negotiation, independent and objective investment oversight, as well as the “best practices” for participant 401k education.
We help progressive investors grow and preserve their wealth while also making the world a better place using Socially Responsible Investing (SRI).
BridgePort Financial Solutions, LLC is a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. BridgePort provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. All written content is for informational purposes only. Clients should consult their advisor with regard to any questions they may have. Past performance does not guarantee future performance. Independent advice should be sought in all cases.
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