Broker Check

Our Services

At Bridgewater Partners, we provide assistance in the following areas:

Investments

  • Brokerage Accounts
  • 529 Plans
  • 403(b) Plans
  • SEP IRA
  • Roth IRA
  • Simple IRA
  • Money Purchase Plans
  • Variable Annuities
  • Fixed Annuities
  • Mutual Funds
  • Managed Money

Financial Planning

  • Comprehensive Financial Planning
  • Retirement Plans
  • Tax Planning Strategies
  • 401(k) Planning
  • College Planning
  • Estate Planning Strategies
  • Cash Flow Management
  • Insurance Analysis
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance
  • Employee Benefits
  • Property and Casualty Insurance
  • Commercial Insurance