Bridge Information

At Bridge to Retirement, Investment Advisor Representatives Margaret Kelly, "Marge", and Elizabeth Pavin, "Lisa", apply over 35 years of experience working with clients to create customized plans that help them to build their own bridge to retirement. We listen carefully to our clients to assess important needs as well as hopes and dreams. Every plan we create starts with listening. Working together with our clients, we create personalized financial plans that create clear goals and solve problems. Through dedication to and focus on you, we become aware of your personal situation which helps us to create your customized plan for your financial future. We strive to develop strong relationships with our clients for the long term. Our website is here to help educate you about concepts of money management, to help you learn more about who we are; and to give you quick, easy access to financial data and lifecycle transitions. Be sure to add our site to your list of "favorites" in your Internet browser because our information is updated frequently. Take advantage of visiting us often so that you can stay up to date on developments in the area of personal finance. As always, please contact us directly for any more information. We look forward to being of continued service.