Investment Products
Providing comprehensive investment and financial planning advice is the Firm's goal. Between Newbridge Securities Corporation and Newbridge Financial Services Group, Inc., the Companies can provide you with the tools to meet your personal savings, investing and financial planning needs.
A Newbridge Securities Representative's and a Newbridge Financial Advisor's independence enables them to offer a wide range of products and services. Whether using a full service brokerage account, in which the registered representative and the client choose the level of service appropriate, or a state-of-the-art asset management account with an investment advisor representative, clients have the freedom and flexibility to create the optimal strategy. Newbridge's reps and advisors plan, service and execute a wide variety of client needs through:
- Stocks
- NYSE listed stocks
- NASDAQ Over the Counter
- All other major exchanges
- Bonds
- Municipal (Tax-Free)
- Corporate
- Certificates of deposit
- Structured notes
- Mutual Funds
- Open-end Funds
- Closed-end Funds
- No Transaction Fee Funds
- Load Waived Funds
- Exchange Traded Funds
- Unit Investment Trusts
- Asset Management (Investment advisory services offered through Newbridge Financial Services Group, Inc.)
- Fee-based asset management
- Individually managed accounts
- Third-party money managers
- Independent manager search
- Performance monitoring and reporting
- Wrap-fee accounts
- Asset allocation
- Alternative Investments
- Options
- Retirement Plans and Accounts
- Cash Management
- Daily sweep accounts
- Money market
- Check writing
- Gold Visa debit card
- Automatic bill-paying services
- Online account access
- Insurance (Variable Insurance Products and Fixed Insurance Products are offered through Newbridge Securities Corporation)
- Fixed annuities
- Variable annuities
- Term life
- Variable life
- Universal life
- Whole life
- Disability
- Long-term care