Solutions Strategy Service
Providing comprehensive investment and financial planning advice is our goal. Between Newbridge Securities Corporation and Newbridge Financial Services Group, Inc., our Broker Dealer, the Companies can provide you with the tools to meet your personal savings, investing and financial planning needs.
Zoellner Whole Financial PLLC offers a wide range of products and services. Whether using a full service brokerage account, in which the registered representative and the client choose the level of service appropriate, or a state-of-the-art asset management account with an investment advisor representative, clients have the freedom and flexibility to create the optimal strategy.
| NYSE listed stocks |
| NASDAQ |
| Over the Counter |
| All other major exchanges |
| Municipal (Tax-Free) |
| Corporate |
| Certificates of deposit |
| Structured notes |
| Closed-end Funds |
| Open-end Funds |
| No Transaction Fee Funds |
| Load Waived Funds |
| Fee-based asset management |
| Individually managed accounts |
| Third-party money managers |
| Independent manager |
| Search Performance monitoriing and reporting |
| Wrap-fee accounts |
| Asset Allocation |
(Investment advisory services offered through Newbridge Financial Services Group, Inc.)
Exchange Traded Funds |
Unit Investment Trusts |
Alternative Investments |
Options |
| Cash Management |
| Daily sweep accounts |
| Money market |
| Check writing |
| Gold Visa debit card |
| Automatic bill-paying services |
| Online account access |
| Fixed annuities |
| Variable annuities |
| Term life & Variable life |
| Universal life |
| Whole life |
| Disability Insurance |
| Long-term care |
(Variable Insurance Products and Fixed Insurance Products are offered through Newbridge Securities Corporation.)
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