381 Mansfield Avenue, Suite 400
Our primary goal is your comfort and satisfaction. We take this approach with our clients by having relaxed conversations rather than formal presentations. Bridger professionals take the time to get to know you well and we consider you part of our “Bridger family”. Most importantly, we are here for you and your family, not only today, but for years to come.
We listen carefully in order to thoroughly understand your goals and values, your finances and your family situation. The result is a custom plan designed to help improve the most important aspects of your life.
Your assets are structured according to your life stages, and we help you manage it according to your objectives and in light of market opportunities.
Think of us as your “financial concierge” who works closely with you to understand, organize and plan your financial life. Look to Bridger Financial Group for one-stop access to coordinated investment, insurance, estate, retirement and business planning for a cohesive approach to financial management.
Our associates are carefully chosen with impressive educational and professional credentials. Every member of our team is committed to serving you dependably with experienced advice. Team collaboration and continuing education on new products and technology is a critical part of our professional growth.
We are an independent firm. We have no obligation to sell proprietary products or services, so we can be openly selective in offering only those products that we believe are best suited to help pursue your financial objectives.
When we meet with you, we will speak to you in plain English, translating complicated concepts into language that can be clearly understood. By avoiding jargon and articulating the purpose of recommended actions, you are better able to make knowledgeable decisions regarding your finances. In addition, all fees are fully and fairly disclosed.
COMMITTED TO YOUR BEST INTERESTS
We will put your interests first, ahead of our own. We take our responsibility seriously as it is the highest standard of care and requires the utmost trust, honesty, and loyalty. This may mean recommending a product that is the best option for you even if it results in reduced or no compensation for the professional.
FOCUSED ON CLIENT EDUCATION
We are committed to financial literacy and providing the education necessary to help you make informed, confident choices. Our professionals are passionate about coaching you through periods of market volatility to help you make level-headed decisions versus emotionally-driven reactions.
Total confidentiality is the basis of our comprehensive service to every client. We keep all information that you share private and do not divulge our client’s financial matters.
COMMITTED TO ONGOING SERVICE EXCELLENCE
We honor your relationship with individualized attention that emphasizes accurate and attentive focus to your accounts. Not only are we available when you need us, you will receive proactive communication from Bridger as well as an annual invitation to review changes in your circumstances and the market. We strive to provide such an exceptional service experience that you will feel inspired to recommend us to your family and friends.