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Joe Freeland
Real Estate Specialist at Wealthbridge Financial
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Work Experience
Real Estate Specialist
Jan 2024 - Present · 11 months
Oct 2016 - Present · 8 years and 2 months
Financial Analyst
2016 - Present · 8 years and 11 months
Tax Free Iul Specialist
Oct 2016 - Mar 2024 · 7 years and 5 months
Company Details
51-200 Employees
WealthBridge helps clients nationwide create and maintain wealth through keen listening and creative planning. Our core Planning Principals are built on sound business strategy and our clients best interest at all times. At WealthBridge Financial Group, we provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states. Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. WealthBridge Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC122075(0721)P
Year Founded
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Social Media
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Industry
Financial Services
HQ Location
675 3rd Ave Suite 900 New York, New York New York , US
Keywords
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