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
- Website
- threebridgesplanning.com
- Industry
- Financial Services
- Employees
- 6
- Founded
- 2019
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Samantha Verzi | Senior Registered Client Service |
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|
|
| Brendan Mccarthy | Tax Planning. Financial Planning | Melbourne, Florida, United States |
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|
| Zachary Butler | Director of Investment Management | Bradenton, Florida, United States |
Email
|
| Brian Laughlin, Cfp®, Aif® | Tax Planning. Financial Planning | Melbourne, Florida, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Director
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 0 |
| Executive | 1 | 1 | 0 |
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