Keywords: establishment,finance,insurance_agency,point_of_interest

Bridge Financial - Accounting & Financial Planning - Stuart (FL)

Address: 🏡 119 SW 6th St, Stuart, FL 34994

Phone : +1 (772) 419-8998

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJtaUpKmbd3ogR0N51uJYmzWw

Where is Bridge Financial - Accounting & Financial Planning 🏡?
119 SW 6th St, Stuart, FL 34994
What is the phone number Bridge Financial - Accounting & Financial Planning 📱?
(772) 419-8998
What Clients Are Saying about Bridge Financial - Accounting & Financial Planning (on GG)

5 /5 donna morgan: Alex has done our taxes and advising for years. So knowledgeable and trust worthy. Highly recommend Bridge Financial!

5 /5 Sarah: My family has been using Bridge Financial for years now.. Adam Palas always goes above and beyond to make sure we get what we deserve. His whole team is very friendly, knowledgeable and they know what they’re doing! Highly recommend!

5 /5 ASHLEY BADGER: I’m so happy to have found Adam at Bridge Financial. This was my first tax season using his services and I will be a customer for life. He’s knowledgeable, professional and thorough. The difference between him and other tax professionals I’ve used in the past was apparent after my appointment with him. You don’t feel like you’re just a number, he takes the time with you and explains everything so well. I highly recommend Bridge Financial.

5 /5 toni: Weve been going to Alexander Palas at Bridge Financial since 2010. I highly recommend him for his thorough and accuracy in every detail. If you want professionalism and stress free tax services see Alexander.

5 /5 Rita Dyess: Adam is great. We have been doing business with Adam for about 35 years now and he and everyone in the office is a pleasure to speak to. I would highly recommend Bridge Financial for all of your financial needs.
Convenient Location
GG map: https://www.google.com/maps/place/?q=place_id:ChIJtaUpKmbd3ogR0N51uJYmzWw

Others Near Stuart,FL

Find the Best 1 Banking & Credit Near You Stuart, FL

09-2025 Bridge Financial - Accounting & Financial Planning in Find the Best 1 Banking & Credit Near You Stuart, FL

Top 15 Financial Advisors in Stuart, FL

09-2025 Bridge Financial - Accounting & Financial Planning in Top 15 Financial Advisors in Stuart, FL

Keaney Financial Services Corp. - Stuart

trevor0188: At the top of their game. Great execution and great people.

Sexton Financial Group - Stuart

Frank Mezzapelle: Ive gotten to know Travon over the past few years and really appreciate his ability to listen and to understand his clients needs. Even if you just want to bounce ideas itll be a worthwhile conversation. I recommend Travon highly.

Morgan Stanley Financial Advisors - Stuart

Robert Shaffer: Not only has David Lampert been an outstanding friend, but he has continued to provide excellent services to my clients, family and friends. I would not hesitate to contact David for any financial advice.

Lum Wealth Management Group of Raymond James - Stuart

Brian Quigley: David & Mike at Raymond James and their team have been nothing short of amazing. They’ve made all the right moves with my account and I couldn’t be more pleased with their efforts. I look forward to continued success with them into the future!

Grand Life Financial Advisors & Wealth Management - Stuart

Matt Fellows: I run a small business and wanted to develop some retirement goals given the present and potential income generated by the business. John worked with me to develop a thorough set of scenarios, goals, and a few plans that would get me to retirement at different age targets and business performance levels. John is not only very knowledgeable when it comes to financial planning, he is a patient and genuinely caring person who wants you to succeed.

Investment Planning Group - Stuart

JC Consulting: Steve and his team are phenomenal. I feel very secure knowing that they are ones making decisions about my money. Very personable as well.

Merrill Lynch Wealth Management - Stuart

Jorge Frank: I live in Indiana and use Merrill Lynch. I am looking for a home in Florida and came across the post below while looking at nearby places. I lost a ton of money during the pandemic, but my advisor said to just wait. All the people who pull their money will soon stop, they will loose a ton and then put it right back in and things will get back to normal, I know its hard to do that, I lost $140K was at -23%, but within 5 months was back $230K and +16.5%, so almost 40% change in 5 months, thats crazy. No one would have guessed either of those would have happened. I had just invested my money a few months ago, and thought, I am going to loose it all, but I listened to my advisor thank god. They tell you they dont know the market, because they dont, no one does and if they say they do stay away from them, they are a fraud. They can only base their decisions on history. I have been with Merrill Lynch for almost a year, and have had no issues yet. I have my bank account with Bank of America who owns Merrill Lynch and I like the way they migrate together.

OneMain Financial - Stuart

Tanielle F: One Main is great! Excellent customer service. My most recent experience was with Shelly, and Ive worked with Maryann in the past. This office does their best to help you succeed. Thank you again!

Brendt E Becker - Private Wealth Advisor, Ameriprise Financial Services, LLC - Stuart

Gary Blackmon: Brendt Becker is a great Financial Advisor. We had a bad experience with an advisor that didnt listen to what our concerns. We were blessed to have someone recommend Brendt. He listened to our financial goals and helped set us on the path to achieve them. He cares about his clients and finds out about them personally so you are not just a number. We wished we had found him even sooner but very happy we made the change.

Runway Financial Solutions - Stuart

Teresa Emmons: Jared Stately was fantastic to work with. He took all the time I needed to answer questions and to find the best plan for me. Jared genuinely cared about assisting me. He was very professional and knowledgeable. I look forward to continue working with Jared in the future. I definitely recommend Runway Financial Solutions to help anyone find their best Medicare options.