Penniall & Associates, Inc. now Bridge Advisory, LLC
www.penniall.comPenniall & Associates is now operating as BRIDGE ADVISORY, LLC. The same company with expanded services for our current and future clients. Penniall & Associates is a family run firm with over a 35-year legacy in Pasadena, California now serving clients spanning four generations and that reside across the country. At our core, we believe in improving the lives of those we serve, by providing comprehensive wealth management services; covering financial & retirement planning, investment management, and strategies that build, preserve and protect your total wealth. We live by the hallmarks of trust and transparency. We do this by offering a simple fee structure and by leveraging technology to give clients real-time access to their financial plans and progress toward their goals. We work with our clients as a team to provide expert advice, that is always clear, transparent and thoughtful. It is our goal to provide our clients the guidance, education and roadmap they need to make significant progress towards their personal financial goals and to maximize the enjoyment of their success now and in the future.
Read moreReach decision makers at Penniall & Associates, Inc. now Bridge Advisory, LLC
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Penniall & Associates is now operating as BRIDGE ADVISORY, LLC. The same company with expanded services for our current and future clients. Penniall & Associates is a family run firm with over a 35-year legacy in Pasadena, California now serving clients spanning four generations and that reside across the country. At our core, we believe in improving the lives of those we serve, by providing comprehensive wealth management services; covering financial & retirement planning, investment management, and strategies that build, preserve and protect your total wealth. We live by the hallmarks of trust and transparency. We do this by offering a simple fee structure and by leveraging technology to give clients real-time access to their financial plans and progress toward their goals. We work with our clients as a team to provide expert advice, that is always clear, transparent and thoughtful. It is our goal to provide our clients the guidance, education and roadmap they need to make significant progress towards their personal financial goals and to maximize the enjoyment of their success now and in the future.
Read moreCountry
State
California
City (Headquarters)
Pasadena
Employees
11-50
Founded
2002
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Executive Director of Employee Benefits
Email ****** @****.comPhone (***) ****-****Chief Investment Officer
Email ****** @****.comPhone (***) ****-****Executive Director of Employee Benefits
Email ****** @****.comPhone (***) ****-****Senior Investment Analyst
Email ****** @****.comPhone (***) ****-****
Technologies
(15)