For Advisors | The Pacific Bridge Companies

Securities and investment advice offered through Syndicated Capital Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA & SIPC, 1299 Ocean Avenue, Suite 210, Santa Monica, CA 90401, (310) 255-4490. This information is intended for use by residents of CA,HI. Securities related services may not be provided to individuals residing in any state not listed above. Syndicated Capital Inc. and its representatives do not give tax or legal advice. This material is provided for informational purposes only and should not be construed as tax or legal advice. Clients and other interested parties must consult with and rely solely upon their own independent advisors regarding their particular situation and the concepts presented here.

For Advisors/Overview

The Pacific Bridge Companies (TPBC)

There are many reasons to invite TPBC to join you when helping your clients with their long-term financial planning.

We provide your client…

Superior cross-border alternatives
Focus on client goals and aspirations, not on selling products and services
Comprehensive approach to financial planning
Prompt response to client requests and concerns
Extensive network of Ohana Members for consulting and advice
Historic track record serving cross-border clients
Highest standards for ethical conduct and client confidentiality

We provide you…

Access to the latest cross-border advice, information, products, and resources
Client-Centric Approach
Global solutions to meet client needs
Ohana Development Team to assist with implementing client plans
Transparency, non-competitive pledge, team-approach to client services
Networking and referral opportunities through Ohana Members
Tiered approach to working with TPBC
Educational opportunities through the Ohana Forum

© 2018 The Pacific Bridge Companies