Money Bridge: Wealth & Income Planning

Money Bridge goes the extra mile to make retirement planning easy for the customer. Joe DeMeo was incredibly reliable, thoughtful and took the time to tailor a policy to my needs specifically.
Apr 21st, 2018

I had a great experience with Joe and I left knowing that my financial future is secure and that he will continue to be there to help me make sound investment and financial decisions in the future.
Apr 20th, 2018

We started working with Joe several years ago and I could not be more pleased with our decision to have Joe not only give us amazing financial advice, but now managing our retirement and life insurance. Joe's knowledge and expertise in the financial planning space is exceptional. Joe's way of explaining different options for us in making decisions with our assets has been invaluable. Further, Joe's communication is always clear, concise, and timely. Grateful to have a trusted Financial Advisor in Joe at Money Bridge.
Apr 18th, 2018

I had a great experience with Joe at Moneybridge. He helped me with comprehensive budget planning and was very understanding and flexible. We're continuing to work on my financial plan and I'm already beginning to see progress.
Mar 8th, 2018

I always know that Joe atMoney Bridge is working hard to find me the best policy. My retirement transition was made easier because he listened. The entire process easy and painless. Thanks!
Feb 28th, 2018