Address : Rochester Rd, Gasport, New York 14067, United States
Phone Number : +1585.348.9547
Industries : Financial Services
Website : fourbridgesfinancial.com
Company Description
Our goal is to provide Financial Advisors Complete Succession Planning to protect their clients provide for themselves , their families,,OSJ's, And their B/D's. Most advisors don't have a Succession Plan in place leading to a disaster when the event occurs.. I specialize in presenting workshops and seminars where the tough questions are asked and discussed to help advisors help themselves. For OSJ's and B/D's A a value added workshop as a recruiting tool to provide real value to new reps looking to make a change.
Speciality
- Financial Services
Financial
Employees Total : 46
Revenue (Yearly) : 2.6M
Miscellaneous
Founded in : 1990
Twitter : masielloretire
Facebook : fourbridgesfinancial
Linkedin : masiello-&-associates
Hosting : Amazon AWS
Tech : Microsoft Office 365
Tech : Mobile Friendly
Load Balancers : Apache
CSS and JavaScript Libraries : Bootstrap Framework
Advertising Networks : Basis
Last Updated : 2023-12-17
Employees
- James Farwell ( Partner )
- Alan Fletcher ( Independent Financial Professional )
- Scott Long ( Retirement builder )
- Nancy Pierce ( Independent Financial Professional )
- Kalise Wilson ( Independent Financial Professional )
- Paul Tupou ( Financial Professional )
- Tyler Hamilton ( Financial Planner )
- Mike Masiello ( President )
Alumni
- Jason Bergquist ( Financial Services Professional )
- Glen Nash ( Financial Consultant )
- Joseph Stanley ( Financial Professional )
- Sofia Sparacino ( Financial Advisor )
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