WealthBridge Financial Group

WealthBridge Financial Group We'll help you reach your financial goals so you can take care of the rest. WealthBridge Financial Group is independent of Equity Services, Inc. TC122086(0721)P

Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its aff

iliates. Equity Services, Inc. is a Broker/ Dealer and Registered Investment Adviser affiliate of NLIC. Rich Donado is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in New York and New Jersey. He is also insurance-licensed in New York and New Jersey.

09/04/2026

Education isn't just a step — it's the foundation. 📚

"Part of our education process is teaching and working with the financial professional to understand the concepts we work with. Because if they understand it better — and how to apply it — they're going to be much better at getting that first appointment. Clients are better prepared, and clients are more excited about why we're having the meeting."

When our professionals truly understand what they're offering, everyone wins — especially the families we serve.

👉 Link in bio to learn more about our training process.

09/02/2026

More than just a workplace — a place to build a future. At LegacyBridge, we’re creating a culture where people can grow, develop, and build a career they’re proud of. This isn’t a revolving door. It’s a place to call home.

Ready to be part of something bigger? Click the link in our bio to learn more.

08/27/2026

Building a stronger agency, together. 🤝

"I strongly believe this process is only going to increase the opportunities we have for our financial professionals. I always use myself as an example — if I ever meet someone who might be a fit, I simply connect them: 'Hey, go speak with John. He's got years of experience, it's a proven method — just have the conversation.'"

That's it. That's the referral. Real relationships, real trust, real results.

Excited to keep seeing our professionals make these connections — the impact only grows from here.
👉 Link in bio to learn more.

08/24/2026

The follow-through makes all the difference. 📞

"After every meeting, I call the agent. How'd it go? What do we need to follow up on? Then I get back on the phone with the client to make sure everything landed right. That's the standard."
Real partnership isn't just showing up — it's following up.

👉 Link in bio to learn more.

08/21/2026

Starting a career shouldn’t mean figuring it all out alone.

At WealthBridge, we’re building a comprehensive framework with the training, resources, and support financial professionals need to develop their skills and grow with confidence.

Click the link in our bio to visit our website and learn more!

08/19/2026

An elevated standard of caring. 🤝

"What I found with the WealthBridge financial professionals is really an elevated standard of caring. They want to help their clients. They just didn't always know where to go — and we make sure that trust is never misplaced."

This is what sets our professionals apart: real intensity, real care, real follow-through.

👉 Link in bio to learn more about working with (or as) a WealthBridge professional.

08/03/2026

Every great advisor starts somewhere.

At WealthBridge, we understand the challenges of building a career because we’ve been there. Success takes time, experience, and the right support system to develop the skills needed to serve clients with confidence.

Ready to grow your career with a team that understands the journey? Let’s connect. https://bit.ly/4yVGlWI

07/29/2026

You don’t have to build alone.

At WealthBridge, we believe collaboration creates stronger practices, better ideas, and greater success. When we work together, everyone has the opportunity to grow.

Ready to be part of a team that helps you go further? Let’s connect. https://bit.ly/4bmxjYK

07/20/2026

We’ve created something special at WealthBridge.

A firm built on innovation, collaboration, and a culture where every voice matters.

For more information visit our website: https://bit.ly/44E7mA8

07/15/2026

At WealthBridge, we believe resources should be more than a talking point—they should be accessible, actionable, and designed to help financial professionals grow their businesses with confidence.
From advanced planning support to marketing, technology, and business development resources, our focus is helping advisors turn potential into results.

Address

675 3rd Avenue
New York, NY
10017

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5am
Saturday 9am - 5pm
Sunday 9am - 5pm

Telephone

+12129860400

Alerts

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