We help individuals maximize their retirement accounts so that they can get the most out of their assets. We help clients create a personalized financial plan that will help guide them to financial success. We help individuals answer important questions regarding life insurance and protecting their families.
If you're nearing retirement, it can be helpful to plan your income into the future. We take our clients through our retirement income planning process that maps out where your income might come from so that you can feel confident in your future.
If you're nearing retirement, it can be helpful to plan your income into the future. We take our clients through our retirement income planning process that maps out where your income might come from so that you can feel confident in your future.
Services
Antonio is an Independent Wealth Manager who specializes in helping people create, distribute, and preserve their wealth. Mr. Porretta has spent nearly 18 years working with individuals and is currently accepting new clients that can benefit from his services. Antonio currently manages investment portfolios in several states across the country and is devoted to helping local families grow their wealth and focus on making their money last.
Our expertise is helping professionals consolidate the 401(k) plans that they've accumulated during their career. I also assist small business owners with retirement income planning. When it comes to your finances, you shouldn't be scrambling to keep track of multiple accounts in various places. Chances are likely that you have multiple retirement accounts from different employers.
At Blackbridge Financial, we are personally dedicated to enriching the communities in which we live. Our advisors are proud to serve in a variety of capacities for local, and national, non-profit organizations. A list of causes our advisors currently support as members, sponsors, volunteers and donors are below.
As a successful entrepreneurs, managing day-to-day business operations can take time away from serving clients and growing a practice. Independent Advisor Alliance, our Registered Investment Advisor partner, provides its affiliated advisors with a broad range of customized support services designed to optimize efficiencies and ease operational burdens.
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