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.