Founded 2000
Your Bridge To
Financial Freedom
Newbridge Securities provides complete client services including Investment Banking, Wealth Management and Insurance & Account Protection
Fair Market Value
Don Selkin, the creator and innovator of the "Fair Value" numbers, as its Chief Market Strategist on the Newbridge platform has given CNBC and its Predecessor, these numbers every day for the over 40 years – never missing a single day, as well as given the fair value for the Nasdaq 100 futures since their introduction in 1996 and the Dow Jones stock index futures since 1997. Mr. Selkin has also been quoted in several publications including but not limited to Bloomberg News, New York Post, Reuters, and The New York Times. Mr. Selkin's Fair Value numbers are included in the U.S. Futures Report broadcast on CNBC every day before the market opens attributing "Newbridge Securities" as the source. In addition, NSC provides to its professionals, their clients and the public access to Don Selkin's more in depth financial market views.
As Seen On
Fair Market Value
Don Selkin, the creator and innovator of the "Fair Value" numbers, as its Chief Market Strategist on the Newbridge platform has given CNBC and its Predecessor, these numbers every day for the over 40 years – never missing a single day, as well as given the fair value for the Nasdaq 100 futures since their introduction in 1996 and the Dow Jones stock index futures since 1997. Mr. Selkin has also been quoted in several publications including but not limited to Bloomberg News, New York Post, Reuters, and The New York Times. Mr. Selkin's Fair Value numbers are included in the U.S. Futures Report broadcast on CNBC every day before the market opens attributing "Newbridge Securities" as the source. In addition, NSC provides to its professionals, their clients and the public access to Don Selkin's more in depth financial market views.
Fair Market Value
Don Selkin, the creator and innovator of the "Fair Value" numbers, as its Chief Market Strategist on the Newbridge platform has given CNBC and its Predecessor, these numbers every day for the over 40 years – never missing a single day, as well as given the fair value for the Nasdaq 100 futures since their introduction in 1996 and the Dow Jones stock index futures since 1997. Mr. Selkin has also been quoted in several publications including but not limited to Bloomberg News, New York Post, Reuters, and The New York Times. Mr. Selkin's Fair Value numbers are included in the U.S. Futures Report broadcast on CNBC every day before the market opens attributing "Newbridge Securities" as the source. In addition, NSC provides to its professionals, their clients and the public access to Don Selkin's more in depth financial market views.
Our Services
Managed Accounts
Investment Banking and Capital Markets are core services we offer to institutions and individual customers. We serve the financial needs for companies within many sectors
We produce the algorithms for the fair value calculations seen on CNBC each morning before the opening of the markets. Tune into see our attribution on the top right hand side as the source of information
Overview
Welcome to Newbridge Securities, a wealth management company with over 25 years of experience in the financial industry. Headquartered in Boca Raton, Florida, and with offices throughout the U.S., we pride ourselves on delivering unparalleled securities brokerage and investment banking services to our clients. Our team of experienced financial service professionals is dedicated to empowering our clients to build and preserve their wealth, providing superior financial services and products every step of the way.
We are committed to our clients’ success, and we look forward to helping you achieve your financial goals. Whether you are an individual seeking to build and preserve your wealth, or a financial advisor looking to grow your business, we have the expertise and resources to help you achieve your objectives. Our unwavering commitment to providing exceptional service and support has earned us a reputation as a trusted partner in the financial industry, and we invite you to explore our website to learn more about our comprehensive range of financial services.
Overview
Newbridge Financial, Inc.
Newbridge Securities Corporation
Newbridge Financial Services Group, Inc.
Newbridge Insurance Services
Newbridge Independent Services
Our Commitment to Our Clients
Mission
Welcome to Newbridge, where financial freedom is within your reach. Our mission is to provide our clients with a bridge to financial freedom based on trust, relationship, personalized service, a customized investment strategy, and performance excellence.
We understand that each client is unique, with their own goals, values, and challenges. That’s why we take a personalized approach to wealth management, considering not only investment strategy but also tax implications, estate planning, risk management, and other factors. With our data-driven, evidence-based approach to investment strategy, we are committed to helping our clients achieve their financial goals while managing risk effectively. Join us on the journey to financial freedom today.
Our Mission
At Newbridge, our mission is to provide our clients with a bridge to financial freedom. We believe that this bridge is built on five key pillars: trust, relationship, personalized service, a customized investment strategy as we strive for performance excellence.
Trust is at the heart of our company. We understand that entrusting your financial future to someone else can be daunting, which is why we work hard to earn and maintain our clients' trust every day. We are committed to transparency, honesty, and integrity in everything we do, and we take our fiduciary responsibility very seriously.
Relationships are also crucial to our approach. We know that each client is unique, with their own goals, values, and challenges. By building a strong relationship with each client, we can gain a deep understanding of their needs and aspirations, and tailor our advice and services accordingly. We are committed to open communication, proactive outreach, and a personalized approach to wealth management.
Personalized service is another key pillar of our mission. We understand that no two clients are alike, and that each client's financial situation is different. That's why we take a holistic approach to wealth management, considering not only investment strategy, but also tax implications, estate planning, risk management, and other factors. We believe that by taking a customized approach to each client's portfolio, we can help them achieve their financial goals more effectively.
A customized investment strategy is also critical to our mission. We know that the investment landscape is complex and ever-changing, and that there is no one-size-fits-all approach to investing. That's why we take a carefully considered approach to investment strategy, constantly monitoring the markets and adapting our approach to meet our clients' needs. We believe that by staying on top of the latest research and trends, we can help our clients achieve their investment goals while managing risk effectively.
Finally, we are committed to performance excellence. We know that our clients expect and deserve strong investment returns, and that our success is tied to theirs. That's why we hold ourselves to the highest standards of performance, rigorously analyzing our investment strategies and measuring our results. We are proud of our track record of service strong returns to our clients, and we are always striving to do even better.
In short, our mission is to provide our clients with a bridge to financial freedom based on trust, relationship, personalized service, a customized investment strategy, and performance excellence. We believe that by focusing on these five key pillars, we can help our clients achieve their financial goals and secure their financial future.
Our Commitment To Our Clients
Responsiveness, Integrity and Communication
Our commitment to our clients is based on five key principles:
- Responsiveness: We believe in anticipating and promptly responding to our clients’ needs, ensuring that we are there for them whenever they need us.
- Long-term relationships: We are committed to building long-term relationships with our clients, based on trust and understanding, to help them achieve their financial goals over the long term.
- Active listening: We understand that active listening is the foundation of true client satisfaction. By listening carefully to our clients, we gain a deep understanding of their needs, concerns, and aspirations, and tailor our advice and services accordingly.
- Technology: We believe that technology is a powerful tool for serving our clients’ changing needs. That’s why we are constantly exploring new technologies and approaches to help us deliver the best possible service and support.
- Integrity: Finally, we are committed to meeting our clients’ expectations without compromising our integrity. We always put our clients’ best interests first and maintain the highest standards of integrity in all our dealings. We take our fiduciary responsibility very seriously and are dedicated to serving as a trusted partner and advisor to our clients.
Our Commitment to Our Clients
At Newbridge, our commitment to our clients is at the heart of everything we do. We know that our clients are the driving force behind our success, and we are dedicated to providing them with the highest level of service and support. Here's a closer look at our five key commitments:
Responsiveness
We believe in anticipating and promptly responding to our clients' needs. Whether it's a question, a concern, or a request, we strive to be there for our clients whenever they need us. Our team of experienced wealth management professionals is always ready to provide timely, accurate, and insightful advice and support.
Long-term relationships
We are committed to developing and maintaining long-term relationships with our clients. By building trust and understanding, we can help our clients achieve their financial goals over the long term. We understand that financial planning is a journey, and we are dedicated to being there for our clients every step of the way.
Active listening
We know that true client satisfaction begins with active listening. By truly listening to our clients, we can gain a deep understanding of their needs, concerns, and aspirations, and tailor our advice and services accordingly. We are committed to open communication, proactive outreach, and a personalized approach to wealth management.
Technology
We believe that technology can be a powerful tool for serving our clients' changing needs. That's why we are constantly exploring new technologies and approaches to help us deliver the best possible service and support to our clients. From cutting-edge investment tools to state-of-the-art communication platforms, we are always looking for ways to enhance our clients' experience.
Integrity
Finally, we are committed to meeting our clients' expectations without compromising our integrity. We believe that trust is the foundation of our relationship with our clients, and we take our fiduciary responsibility very seriously. We always put our clients' best interests first, and we are dedicated to maintaining the highest standards of integrity in all our dealings.
At Newbridge, our commitment to our clients runs deep. We believe that by focusing on responsiveness, long-term relationships, active listening, technology, and integrity, we can help our clients achieve their financial goals and secure their financial future. If you're looking for a trusted partner and advisor to guide you on your financial journey, we invite you to contact us today.
Our Services
We offer a wide range of services that are designed to help you achieve your financial goals. Whether you are looking to invest in stocks, bonds, or other financial assets, or are looking to plan for your future retirement, we have the expertise and experience to help you succeed. Explore our services below.
Income
Bonds
Bonds are fixed-income investments that can provide a steady stream of income. We offer Municipal Bonds, Corporate/High-Yield Bonds, and Certificate Deposits (CDs), and can help you identify the best options for your investment goals.
Fixed Income
Fixed-income securities provide a return in the form of fixed periodic interest payments and the eventual return of principal at maturity. We can help you identify the best fixed-income securities for your investment portfolio and help you achieve your financial goals.
Life Insurance
Life insurance can provide peace of mind for you and your loved ones. We offer a range of life insurance policies that can be tailored to your specific needs and financial situation.
Annuities
Annuities can provide a reliable income stream in the future. We offer both fixed and variable annuities and can help you choose the right one for your retirement needs. Fixed annuities provide a guaranteed rate of return and a fixed income stream, while variable annuities allow you to invest in a range of different funds and offer the potential for higher returns. Our annuity experts can help you understand the differences between these options and select the best one for your unique needs and goals.
Unit Investment Trusts
Unit investment trusts are a great way to invest in a fixed portfolio of stocks and bonds. Our investment experts can help you identify the best unit investment trusts for your investment portfolio and help you achieve your financial goals. We can provide advice on capital appreciation and dividend income and ensure that your investments are tailored to your unique financial situation.
Preservation
Disability Insurance
Disability insurance can provide income in the event that you are unable to work due to a disability. We can help you understand the different types of disability insurance and choose the right policy for your needs.
Long Term Care
Long-term care coverage can provide for nursing-home care, home-health care, and personal or adult daycare. We can help you identify the best long-term care policy for your needs and ensure that you are covered in the event of a chronic or disabling condition.
Buy Sell Agreements
A buy-sell agreement is a legally binding contract that stipulates how a partner's share of a business may be reassigned if that partner dies or otherwise leaves the business. We can help you understand the legal implications of a buy-sell agreement and ensure that your business interests are protected.
Estate Planning
Estate planning is an essential procedure that guarantees the seamless administration of a person's financial matters in case of incapacitation or demise. We collaborate with you and your Estate Planning legal counsel regarding, or we can connect you with experienced Estate Planning legal professionals who can aid you in, preparing wills, forming trusts, instituting durable power of attorney, and setting up healthcare directives. By guiding you through this process, we can assist you in tackling intricate financial concerns and making certain that your assets are allocated in accordance with your desires
College Funding
Planning for your children's education is an important part of your financial journey. We can help you navigate the complex world of college funding and identify the best options to help pay for education. A 529 plan is a tax-advantaged savings plan designed to help pay for education. Originally limited to postsecondary education costs, it was expanded to cover K-12 education in 2017 and apprenticeship programs in 2019. The two major types of 529 plans are education savings plans and prepaid tuition plans.
Growth
Stocks
Stocks are a great way to invest in the ownership of a corporation. We can help you navigate the stock market and identify the best opportunities to maximize your returns. With our expert guidance and research, you can feel confident in your investment decisions.
Exchange-Traded Funds
Exchange-traded funds (ETFs) are a type of pooled investment security that operates like a mutual fund. We can help you identify the best ETFs for your investment portfolio and help you invest with confidence.
Mutual Funds
Mutual funds are a great way to invest in a diversified portfolio of securities. We offer a wide range of mutual funds and can help you choose the best ones for your investment goals.
Options
Options are a financial instrument that is based on the value of underlying securities such as stocks. We can help you understand the different types of options contracts and choose the right one for your investment portfolio.
Closed-End Funds
Closed-end funds are a type of mutual fund that issues a fixed number of shares through a single initial public
Wealth and Asset Management
Investment Banking
Investment banking is a type of banking that organizes large, complex financial transactions such as mergers or initial public offering underwriting. We have the expertise and experience to help you navigate the investment banking world and identify the best investment opportunities.
Alternative Investments
Alternative investments can provide a unique way to diversify your investment portfolio. We offer a range of alternative investments, including private equity or venture capital, hedge funds, managed futures, commodities, and derivatives contracts.
Cash Management
Managing your cash effectively is an important part of your overall financial plan. We offer a range of cash management services that include investing in zero to no risk instruments like money market accounts that provide an interest rate along with liquidity of cash. Our experts can help you identify the best options to manage your cash and ensure that your money is working for you.
Wealth Management
Wealth management is a comprehensive investment advisory service that combines other financial services to address the needs of affluent clients. Our experienced advisors use a consultative process to understand your unique financial situation and tailor a personalized strategy that uses a range of financial products and services. We can help you identify investment opportunities, manage risk, and achieve your financial goals. With our wealth management services, you can be confident that your financial affairs are in good hands.
Retirement Planning
Retirement planning is an important part of your financial journey. We can help you identify retirement income goals and what's needed to achieve those goals. Our retirement planning services include identifying income sources, sizing up expenses, implementing a savings program, and managing assets and risk. We can estimate future cash flows to gauge whether your retirement income goal is possible and create a personalized retirement plan to help you achieve your goals.
Partners, Platforms & Products
At Newbridge Securities, we believe in providing our clients with access to the best financial products and services in the industry. That’s why we work with a select group of partners and custodians to offer our clients a comprehensive range of investment solutions.
We have partnered with some of the leading custodians in the industry to provide our clients with a secure and reliable platform to manage their investments. In addition to our custodians, we have also partnered with some of the leading companies in the financial industry to offer our clients a comprehensive range of investment products.
Accounts Offered Through
Some of the many companies whose investment products we offer
We are committed to providing our clients with access to the best financial products and services in the industry, and we work tirelessly to ensure that our platform is secure, reliable, and easy to use. If you have any questions about our custodians or product offerings, please don’t hesitate to contact us to discuss next steps in taking advantage of our premier platform.
*Investment Advisory Services Offered Through Newbridge Financial Services Group, an SEC Registered Investment Advisor
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Corporate Headquarters Mailing Address
1200 North Federal Highway
Suite 400
Boca Raton, FL 33432
Corporate Headquarters Contact Numbers
Toll Free: 877-447-9625
Local: 954-334-3450
Fax: 954-229-9937
contactus@newbridgesecurities.com
Your Bridge To Financial Freedom
Speak with one of our financial advisors to help achieve your financial goals.