james gianakopoulos
retirement advisor at michigan financial companies
Colin Fitzpatrick
Retirement Wealth Advisor
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Professional Email
****@****.com
Personal Email
****@****.com
Work Phone
(***) ***-***
Mobile
(***) ***-***
Local Location
United States
HQ Location
alpharetta, georgia, united states
Designation
Retirement Wealth Advisor
Birthday
-
Welcome to the Three Bridges Wealth Management LinkedIn page. We are a financial advisory firm located in Alpharetta, Georgia focused on helping clients develop financial plans, preserving their assets and prospering through retirement. We believe in educating and empowering our clients so that they have the information they need to accomplish their financial goals. The company specializes in retirement planning with a focus on income allocation strategies.
Three Bridges Wealth Management is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Wealth Management are not affiliated companies. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
HQ Location
alpharetta, georgia, united states
Industry
financial services
Employees
15
Founded
2014
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