Bridge Financial Service

At Bridge Retirement Resources, we are dedicated to helping individuals and families achieve their ideal retirement. Our team of experienced financial professionals is committed to providing personalized guidance and comprehensive financial planning to ensure a confident and fulfilling retirement.

Our Mission

Our mission is to take the fear out of your financial future and give you confidence. We believe retirement should be a time for focusing on your family, causes you care about, traveling, and generally enjoying life. Our goal is to help you manage your finances so you can pursue your goals and live the life you've always envisioned.

Our Services

We offer a range of financial services designed to help you achieve your retirement goals. Our services include:

• Complimentary Portfolio Risk Analysis
• Customized financial planning and wealth management
• Retirement income strategies
• Tax optimization strategies
• Social Security optimization
• Insurance products
• Investment Advisory services

How We Can Help

Our process is simple and straightforward. We start with a complimentary portfolio risk analysis, where we assess your current financial situation and identify areas for improvement. Next, we evaluate your retirement needs and develop a customized plan to help you achieve your goals. Finally, we implement your plan and provide ongoing support to ensure you stay on track.

Meet Our Team

Our team is led by Eric Ottesen, an experienced Investment Adviser Representative with a passion for helping individuals and families achieve their ideal retirements. Our team is dedicated to providing personalized service and expert guidance to help you achieve your financial goals.

Learn More

If you're ready to take the next step towards a confident and fulfilling retirement, we invite you to learn more about our services and how we can help. Attend one of our informational seminars, schedule a meeting with one of our financial professionals, or download one of our informative guides to get started.