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Bridgeview Bank offers customers access to a comprehensive array of personal and financial planning and investment services through Bridgeview Wealth Management. Bridgeview Wealth Management products and services are offered through our partnership with MPS LORIA Financial Planners, LLC, ranked as one of the country’s 50 leading registered investment advisory firms providing financial planning services to individual investors.*

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.

Bridgeview Wealth Management offers the following products and services:

  • Investment, Estate & Tax Planning
  • Retirement Planning and Roll-Over Options
  • Asset Management & Research Analysis
  • Group Benefits & Cafeteria/Section 125 Plans
  • Pension and 401k Plans
  • Insurance Planning & Risk Management

For additional information on the details and benefits of Bridgeview Wealth Management, please download our brochure or call 630-323-2144.

Visit the Bridgeview Wealth Management Financial and Investment Services Website www.bridgeviewwealthmanagement.com

*InvestmentNews, October 2009

NOT INSURED BY THE FDIC

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.




View the Bridgeview Wealth Management Brochure.

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