Southbridge Advisors
Finance · Georgia, United States · 11-50 Employees
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Overview
Headquarters
533 Johnson Ferry Rd Ste 200, Marietta, ...Phone Number
(770) 436-4097Website
www.southbridgeadv.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Southbridge Advisors
Southbridge Advisors is a wealth management firm based in Atlanta, Georgia, specializing in financial planning, investment management, and 401k plan consulting. The firm emphasizes a personalized approach to wealth management, focusing on long-term relationships and client success. They offer a range of services including retirement strategies, estate planning, and investment management, all tailored to individual client needs. Southbridge Advisors prides itself on transparency and collaboration, working alongside clients' other trusted advisors to ensure comprehensive financial guidance.Explore more
Southbridge Advisors Org Chart
RD
Partner
GR
Partner
LB
Partner
KS
Investment Analyst
JN
Senior Financial Advisor
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Southbridge Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Southbridge Advisors is a wealth management firm based in Atlanta, Georgia, specializing in financial planning, investment management, and 401k plan consulting. The firm emphasizes a personalized approach to wealth management, focusing on long-term relationships and client success. They offer a range of services including retirement strategies, est... Read More
