Three Bridges Financial Group

  • Financial Services
  • Alpharetta GA
  • 4 employees
  • Financial Services
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Company Overview

Headquarters
3556 Old Milton Parkway, Alpharetta GA
Website
3bfg.com
Phone
(770) 325-7288
Employees
4
Founded in
2014
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Three Bridges Financial Group

Three Bridges Financial Group is a financial advisory firm based in Alpharetta, Georgia. The company employs 4 individuals and generates an annual revenue of $2.5 million. Three Bridges Financial Group specializes in developing personalized financial plans for clients. Their focus areas include retirement planning, asset preservation, and income allocation strategies. The firm utilizes a range of investment and insurance products to help clients achieve their financial goals. As an independent financial services firm, Three Bridges Financial Group collaborates with AE Wealth Management, LLC (AEWM) to provide investment advisory services. It is important to note that Three Bridges Financial Group and AEWM are not affiliated companies. All investments carry inherent risks, including the possibility of principal loss. The firm emphasizes that no investment strategy can guarantee profits or shield against losses during market downturns. For more information, visit Three Bridges Financial Group's website at 3bfg.com.

Company Leadership

Allison Williams

Director of Client Services

Phone Email

Three Bridges Financial Group Industry Tags

Financial Advisory Services
Retirement Planning
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FAQ

What is the location of Three Bridges Financial Group's headquarters?
The headquarters of Three Bridges Financial Group are situated at 3556 Old Milton Parkway, Alpharetta GA
What is Three Bridges Financial Group's phone number?
Three Bridges Financial Group's contact number is (770) 325-7288.
What is Three Bridges Financial Group's official website?
The official website of Three Bridges Financial Group can be found at 3bfg.com.
What is Three Bridges Financial Group's current revenue?
As of January 2019, Three Bridges Financial Group's annual revenue reached $3B.
How many employees does Three Bridges Financial Group currently have?
Three Bridges Financial Group employs approximately 4+ people as of January 2019
Which industries is Three Bridges Financial Group primarily operating in?
Three Bridges Financial Group operates in the following industries: Finance, Credit
Who is the Director of Client Services of Three Bridges Financial Group?
Three Bridges Financial Group's Director of Client Services is Allison Williams
What are Three Bridges Financial Group's industry tags?
Three Bridges Financial Group's industry tags include: Financial Advisory Services, Retirement Planning
When was Three Bridges Financial Group founded?
Three Bridges Financial Group was founded in 2014.

Employee Directory

Key Employees

Thomas Gandolfi

Founder

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Denise Cress

Client Specialist

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Ari Abdi

Principal

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Ansley Harrington

Director of Operations

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