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Paul Barone Lutcf®
Growth & Development Director L Leading Operations In The New Jersey Location at Wealthbridge Financial
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Work Experience
Growth & Development Director L Leading Operations In The New Jersey Location
Dec 2023 - Present · 1 years and 1 months
Managing Director
Sep 2021 - Nov 2023 · 2 years and 2 months
Partner
Aug 2018 - May 2021 · 2 years and 9 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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