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

Phone 215-368-4888
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 Secure Your Financial Future Together

We take a unique approach when working with our clients: It starts with a conversation about you, your life, and what matters most to you. Placing education first we provide you with assurance you are headed in the right direction. Reflecting your values and goals, we design a comprehensive financial plan that provides confidence you can build the life you aspire to live.

 

As your financial guide, we help you discover your path and provide long term peace of mind through the following services:

Cash flow analysis

Retirement planning

Estate planning

Investment planning

Stock options analysis

Protection planning

Tax strategies

Gifting strategies

Education funding


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.