TC

Thomas Casolaro

Chief Executive Officer

Newbridge Securities Corporation

Boca Raton, Florida


Contact Information

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Company Information

Company
Newbridge Securities Corporation
Industry
financial services
Employees
170.0
Seniority
C suite
Annual Revenue
9578000.0

Technologies

Route 53 Outlook Microsoft Office 365 Amazon AWS Atlassian Cloud StatusPage IO Facebook Custom Audiences Google Font API Mobile Friendly WordPress.org Facebook Widget Google Tag Manager Facebook Login (Connect) Google Maps reCAPTCHA

Keywords

brokerdealer registered investment advisor compliance longterm relationships financial services investment banking growth ipos fixed income mutual funds stocks bonds etfs advisory services insurance products wealth management retirement planning tax harvesting education planning charitable giving estate planning insurance services client-centric solutions personalized financial strategies charitable gifting 529 plans financial advisory risk management asset protection tax efficiency bespoke financial solutions ongoing portfolio management capital raising mergers & acquisitions financial structuring investment strategies long-term wealth growth retirement income strategies life insurance annuities investment products tax-advantaged accounts client support financial goal setting economic commentary portfolio review securities brokerage exchange-traded funds tax mitigation comprehensive financial planning financial performance client education market insights financial security college savings plans tax benefits retirement accounts investment risk assessment customized wealth strategies financial independence tax-deferred growth financial planning services alternative investments business financial solutions wealth preservation capital markets investment management law practice legal services financial consulting consulting management consulting

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