Three Bridges Planning

Three Bridges Planning

Financial Services Melbourne, Florida, United States 6 employees
Employees
6
Contacts
2
Emails
2

Three Bridges Planning Overview

Headquarters
Melbourne, Florida, United States
Industry
Financial Services
Employees
6
Founded
2019
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Three Bridges Planning

Three Bridges Planning was founded out of a drive to put client interests above all else. Every decision, recommendation, and relationship is fueled by this pursuit. Investments, insurance, and every wealth strategy is crafted to be in your best interest, not that of our firm or an individual’s compensation. Securities offered through Kestra Investment Services, LLC, Member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Three Bridges Planning is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Three Bridges Planning and Kestra IS are not affiliated. finra.org sipc.org This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact the Kestra Compliance Department at 844-553-7872.

Three Bridges Planning Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Three Bridges Planning Org Chart

Sample employees and titles
Name Title Contact
Samantha Verzi Senior Registered Client Service
View
Brendan Mccarthy Tax Planning. Financial Planning
View
Zachary Butler Director of Investment Management
Email
Brian Laughlin, Cfp®, Aif® Tax Planning. Financial Planning
Email

Employees by Management Level

Individual contributor 2 profiles
Director 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 0
Executive 1 1 0

Compare Similar Companies to Three Bridges Planning