Bridgit Holly

ChFC®, CLU®, FIC, RICP®

Financial Consultant

State(s) Licensed:   CA Insurance Lic. #4266843, DE, FL, GA, HI, MD, NC, NJ, NY, PA, SC, VA, WA, WV

Address

2031 N Broad St Ste 135
Lansdale, PA 19446

Bridgit Holly

State(s) Licensed:   CA Insurance Lic. #4266843, DE, FL, GA, HI, MD, NC, NJ, NY, PA, SC, VA, WA, WV

Let's put your plans in motion

We take a different approach when working with our clients: It starts with a conversation about you, your life, and what matters most to you. We will work with you to provide comprehensive financial guidance that reflects your goals and purpose. Whether it is helping you establish a long term plan for your finances, or fine tune your retirement strategy, together we can develop a plan that helps you "Thrive" with purpose.

As your financial guide, we provide financial planning, wealth management, and encouragement tailored for you and those you care most about.
  • Life and Health Benefits
  • Wealth Accumulation and Risk Management
  • Retirement Income Planning
  • Business Planning
  • Wealth & Estate Planning
  • Advanced Charitable and Legacy Strategies


To learn more about the privacy of your information, visit our privacy policy.

Lansdale Office

Phone:
(215) 368-4888
Fax:
(215) 368-1718

Hours

M – F: 9 a.m. – 5 p.m.

Boyertown Office

Hours

M – F: 9 a.m. – 5 p.m.