Wealth Management

Bridge Financial Services can help you get where you want to go in life.
Take the next step and plan your future.

Whether you’re just starting to think about your financial future or are ready to reap the rewards of years of planning, we can help make your next step a smart one.

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

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Know you're financially fit.

Are you financially fit? Ask yourself:

Will I ever be able to retire?
Am I at risk of outliving my money?
How can I pay my family’s bills—and invest for the future?
Is it too late to start investing?

For answers to these questions—and more—speak to the Wealth Advisor at your local BNB branch.

Your licensed Wealth Advisor will take the time to get to know you, your goals, challenges and risk tolerances, then help you build a portfolio of products and services from a diverse number of companies.

The result? A financial plan tailored for how you live today… and more importantly, how you want to live tomorrow.

Custom Approach

Because we’re independent, Bridge Financial Services makes decisions in the best interests of our clients—not our firm.

Products & Services

We have a relationship with LPL Financial, a top independent broker-dealer, so we offer a vast array of products and services.

Our Team

Our experienced wealth advisors focus on your goals and help you build a personal financial plan to help you achieve them.

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Ready to Get Started?

So are we. Simply complete this form and we’ll get back to you within 48 hours or contact any one of our many branch locations during regular business hours.

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Forms are intended to be filled out by those aged 13 and over

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bridge Financial Services (BFS) is a wholly owned subsidiary of BNB Bank (BNB). BNB and BFS are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using BFS, and may also be employees of BNB. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of BNB or BFS. The BFS 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 registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ,CA, CO, CT, DC, DE, OH, FL, GA, MD, NC, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

BNB Bank announces merger with Dime Community. Details can be seen at bnbbank.com/news.
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Wealth Management

Bridge Financial Services

Wealth Management

Bridge Financial Services

Bridge Financial Services can help you get where you want to go in life. Take the next step and plan your future.

Know you're financially fit.

Ready to Get Started?

Bridge Financial Services can help you get where you want to go in life.
Take the next step and plan your future.