Three Bridges Planning - Melbourne, Florida

Address: 304 S Harbor City Blvd Suite 200, Melbourne, FL 32901.
Phone: 12253154.
Website: threebridgesplanning.com
Specialties: Financial planner.
Other points of interest: Identifies as veteran-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Three Bridges Planning

☎️12253154

⏰ Open Hours of Three Bridges Planning

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–4 PM
Saturday: Closed
Sunday: Closed

Three Bridges Planning, located at 304 S Harbor City Blvd Suite 200, Melbourne, FL 32901, is a reputable financial planning company that offers a range of services to help individuals achieve their financial goals. With a phone number of 12253154 and a website at threebridgesplanning.com, the company is easily accessible for potential clients who are seeking expert advice in financial planning.

Specializing in financial planning, Three Bridges Planning goes above and beyond to provide personalized solutions tailored to their clients' unique needs. Some of the key points of interest include being a veteran-owned business, offering online appointments, providing onsite services, and ensuring the facility is wheelchair accessible with a wheelchair accessible entrance, wheelchair accessible parking lot, wheelchair accessible restroom, and wheelchair accessible seating. It is also worth noting that an appointment is required and appointments are recommended to ensure the best possible service.

With an impressive 11 reviews on Google My Business, Three Bridges Planning has garnered a strong reputation among its clients. The average opinion rating is 5/5, further emphasizing the company's commitment to delivering exceptional financial planning services.

👍 Reviews of Three Bridges Planning

Three Bridges Planning - Melbourne, Florida

Joseph M.

5/5

My wife and I have been working with Three Bridges Planning as our financial planner/investor for a couple of years now, and we are thrilled with the results. Our financial portfolio continues to grow at an excellent rate, and the advice and recommendations provided by Brendan and Brian have been spot on every time. They are super client oriented and we always leave after meetings feeling valued and well taken care of. Along with their support staff (Samantha and Judy), they are efficient, friendly, professional, highly knowledgeable, and always current on the latest market trends. They have helped us with tax concerns and navigating our healthcare/medicare/social security options as well. We highly recommend Three Bridges Planning for anyone in need of financial planning/investing advice!!!

Barry H.

5/5

I highly recommend Three Bridges Planning. These guys are very knowledgeable and professional while being personable and welcoming. They take their time with you and make you feel like a team managing your portfolio for your benefit and success.

Kimberly N.

5/5

Absolutely the best decision when I moved to Three Bridges Planning and started working with their Team! Their professionalism, attention to detail and ability to make my money grow is a wonderful thing! Run, don't walk to add yourself as a CLIENT!!!

KC J.

5/5

I've know Brian & Brendan for several years now and know they do their very best to take care of their clients. They are personable, knowledgeable, and full of integrity. I highly recommend them to anyone looking to put together a financial plan.

Keith G.

5/5

My wife and I had the privilege of sitting down with Brian and going over our expectations in the future. I was amazed at his knowledge and technology tool which confirmed our current plan risks and goals. There are two things you will get from his experience He is a proactive financial planner, not a reactive one. He actually knows about Medicare (income-related monthly adjustment amount). If your financial planner has not talked to you about it, I would recommend calling Brian before it is too late.

Kyle R.

5/5

My wife and I met with Dennis and Brian for 2 hours and came up with an initial financial plan to get us started. They are very knowledgeable and gave sound, wise advice without any pressure. They wanted to make sure we made wise decisions for our short-term financial health before looking long-term. I would highly recommend.

Steve B.

5/5

Brian, Brendan and their team at Three Bridges do a wonderful job of helping their clients meet and exceed their goals. They are a wonderful firm to work with and also pillars of their community!

Mike D.

5/5

I’ve been with them for 25 years and couldn’t be happier. Their entire team is great to work with. Very responsive to my needs and questions. Highly recommend