BNB Bank

Bridge Financial Services

Are you financially fit?

 Ask yourself:

  • Am I able to retire when I want?
  • Can I maintain a comfortable lifestyle in retirement?
  • Am I at risk of outliving my money?
  • Is it possible to pay my current expenses and save for the future?
  • When should I start planning for retirement?

For answers to these questions – and more – turn to the experienced professionals at Bridge Financial Services available through your local BNB branch.

Products and Services

Your experienced financial advisor will give you access to a full range of products and services from a diverse number of companies – and to personal, professional and no-obligation advice to help you create a plan that's right for you. Your personal plan may include:

  • Tax advantaged annuities – fixed, immediate and variable.
  • Mutual funds – growth, income, value and tax-advantaged.
  • U.S. bonds – corporate, government and municipal.
  • Investment advisory services with no-load mutual funds, exchange traded funds, wrap accounts and individual securities.
  • Insurance products, including term and permanent life, wealth transfer, long-term care, disability, key-person and buy-sell.
  • Business succession and estate planning services.
  • Retirement plans for any size business, including Simple IRA, 401(k), Solo 401(k), SEP Plans, Defined Benefit Plans and 403(b).
  • IRAs – consolidation, stretch and conversion to income.
  • Brokerage services.
  • College savings plans.
  • Unit investment trusts.

Let’s get started. Schedule a free, no obligation consult today. Call 631.909.7503

Your Bridge Financial Services team is available to meet with you at any of BNB’s branch locations.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

The investment products sold through LPL Financial are not insured BNB Bank deposits and are not FDIC insured. These products are not obligations of BNB and are not endorsed, recommended or guaranteed by BNB or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. 

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial, or its licensed affiliates. Bridge Financial Services (BFS) is a wholly owned subsidiary of BNB Bank and neither is an investment Broker-Dealer or an SEC Registered Investment Advisor. LPL is not affiliated with BNB and BFS

This site is designed for U.S. residents only.  The services offered within this site are offered exclusively through our U.S. registered representatives.  LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: (New York). Please note that not all of the investments and services mentioned are available in every state.