Financial Advisor

​As a Financial Adviser with Briddell Capital Group, you will take the time to learn about your clients.  Achieve a better understanding to the uniqueness of their situation in order to develop a list of priorities as well as an evaluation of all of their options. 

Certified Public Accountants

and 

Enrolled Agents

Whether insurance or financial planning focused, we use a consultative approach very similar to CPAs. We view each client as a new relationship. But our methodologies, although different are complimentary. We look to partner with CPA’s and Enrolled Agents, to create a team oriented focus on each client’s tax situation, retirement and estate plan as well as goals and objectives that can summarize their needs and wants.

Estate Planning Attorneys

With sophisticated Financial Planning, comes guidance. Guidance can often mean, reviewing the legal aspect of any financial or estate plan. Having key relationships with attorneys in this space not only can provide an alternate service our client’s are looking for, but to help complete the financial plan so that our client’s can rest easy knowing their families are protected and financial plans are properly created and maintained.