Wealth Management

Questions about Bridgeview Wealth Management?

For more information about our personal or business financial and investment services, or to arrange a no-obligation consultation, contact Bridgeview Bank Wealth Management at 630-323-2144, or click here to e-mail us.

Wealth Management

We responded to our customers’ need for a single banking solution, and developed a collaborative partnership that combines the strength and security of a respected community bank with the wisdom and financial know-how of an established advisory firm: MPS LORIA Financial Planners, LLC. The successful track record of both organizations led to the evolution of Bridgeview Wealth Management, a reputable independent program offering objective advice.

Bridgeview Wealth Management consists of finance and investment professionals who will work with you on a one-to-one basis to create a plan that is uniquely all about you and your future. Each team member is a leader in their respective areas of expertise, and each individual averages more than 10 years of planning and advisory experience. At Bridgeview Bank, we are confident you will discover the wealth management solution you seek.

Personal Wealth Management

Get where you need to be financially with Bridgeview Wealth Management. Our firm is focused on building customized plans and we pride ourselves on professional accountability to our clients. 

Services:

  • Investments and Retirement Plans
  • Financial and Estate Planning
  • Asset Management
  • Tax Planning
  • Insurance Planning

Products:

  • Mutual Funds
  • Annuities
  • Stock and Bond Brokerage
  • 529 Educational Plans
  • Traditional and ROTH IRAs
  • Life, Health, Disability Insurance
  • Long Term Care Insurance
  • Medical Supplements

 

 
Business Wealth Management

Bridgeview Wealth Management's investment professionals can put your business on a path to stability and security that will ensure your enterprise succeeds.

401k/Profit Sharing Plans

  • Plan Design and Implementation
  • Investment Advice

Group Benefit Planning

  • Health, Life, and Disability
  • Section 125 Programs
  • SA and HRA Accounts
  • Tax Advantage Planning
  • COBRA/Claims Assistance

Business Planning

  • Succession Planning
  • Buy/Sell Arrangements
  • Key Person Planning
  • Deferred Compensation

 

 

Click Here to visit our website  |  Click Here to download our brochure  |  Download Form ADV

 

• NOT INSURED BY THE FDIC
• NOT A DEPOSIT OR OTHER OBLIGATION, OR GUARANTEE BY, THE DEPOSITORY BANK
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF PRINCIPAL AMOUNT INVESTED

NOT INSURED BY A FEDERAL GOVERNMENT AGENCY. ALL ADVICE IS OFFERED THROUGH: MPS LORIA FINANCIAL PLANNERS, LLC, A REGISTERED INVESTMENT ADVISORY FIRM. SECURITIES OFFERED THROUGH: LORIA FINANCIAL GROUP, LLC, A REGISTERED BROKER DEALER. MEMBER FINRA & SIPC. PLEASE READ ALL INVESTMENT MATERIAL CAREFULLY BEFORE ANY INVESTING. IT IS IMPORTANT TO CONSIDER ALL OBJECTIVES, RISKS, COSTS AND LIQUIDITY NEEDS BEFORE INVESTING. PLEASE CONTACT AN INVESTMENT PROFESSIONAL FOR A COPY OF ANY INVESTMENTS MOST RECENT PROSPECTUS.