Company Overview
- Headquarters
- 50 Main St, White Plains NY
- Website
- ameripriseadvisors.com/team/seven-bridges-wealth-advisors
- Employees
- 14
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Seven Bridges Wealth Advisors
Seven Bridges Wealth Advisors is a financial advisory team based in White Plains, New York. With 14 employees, the firm serves clients primarily in the Hudson Valley, Catskills, and Manhattan regions. This team of advisors provides comprehensive financial planning services to clients. Their expertise encompasses investment & retirement planning, insurance & employee benefits, income tax management, budgeting & cash flow, legacy & estate planning, and philanthropy & charitable giving. Seven Bridges Wealth Advisors differentiates itself by offering a family office approach to wealth management. They aim to provide an extraordinary client experience by guiding individuals through each area of financial planning outlined by the CFP board of standards. For more information, visit ameripriseadvisors.com/team/seven-bridges-wealth-advisors. You can also reach them through their website.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 7 | |||
| 10M | 5 | Vero Beach, FL | 2010 | |
| 10M | 6 | |||
| 10M | 13 | White River Junction, VT | 2011 | |
| 10M | 52 |