Wealthbridge Financial Group
At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning. Our team-based approach is personalized to your goals. From individuals and families to business owners and nonprofits, we deliver tailored strategies grounded in strong business fundamentals. We specialize in #AdvancedPlanning,#PremiumFinancing,#CPAlliances, and innovative #DigitalMarketing strategies that support long-term success. With proactive guidance and a focus on your best interest, we’re here to keep you on track through every stage of your financial journey Explore what it means to build lasting wealth with the right team by your side! Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc, a Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017,(212) 986-0400. WealthBridge Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC122075(0725)3
7-day free trial · no credit card
Verified contacts
68
available on Kipplo
LinkedIn employees
94
51 to 200 range
Open roles
—
no listings
Distinct roles
37
indexed titles
Tech stack
1
tools in use
Monthly traffic
42
organic / mo
Sign up free to see all 68 verified contacts at Wealthbridge Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
68 contacts with verified email or phone · masked until revealed.
- PB
Paul Barone
Growth & Development Director L Leading Operations in the New Jersey Location · Operations
EmailPhone - ML
Mark L. Pollock
Financial Advisor · Finance & Accounting
EmailPhone - CC
Chialin Cacanindin
Managing Director · General Business & Management
EmailPhone - VC
Vince Colatriano
Managing Director · General Business & Management
EmailPhone - EL
Eric Lipton
Wealth Manager · Finance & Accounting
EmailPhone - PG
Pablo González Pérez
Managing Associate · General Business & Management
EmailPhone - AK
Adam Korn
Financial Representative · Sales & Business Development
EmailPhone - BM
Branley Midouin
Licensed Financial Professional · Finance & Accounting
EmailPhone - CL
Crystina L. Meza
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 68 verified contacts
Top roles at Wealthbridge Financial Group
37 distinct titles indexed · top 10 shown.
- 9financial advisor
- 4financial services professional
- 3financial professional
- 3financial representative
- 3managing director
- 2financial services representative
- 2managing associate
- 1account manager
- 1agent
- 1certified financial plannertm professional
- +27more titles
Sign up to unlock all 68 contacts at Wealthbridge Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 68 verified contacts at Wealthbridge Financial Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.