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We are fiduciaries. We work in the best interests of our clients.

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website, or better yet schedule a call with us. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, preserving wealth, and estate conservation. We offer friendly and personalized service geared towards building long-term client relationships.

We understand today's retirement challenges and know the biggest concern for many is outliving their money. We focus on money management, efficient tax strategies, retirement income distribution, and other issues critical to your financial well being.

For our business clients, we focus on two areas: corporate retirement plans and corporate cash management. We are experienced 401(k)/403(b) Plan investment advisers and consultants. Our fiduciary and transparent approach helps Plan participants and sponsors alike. Our corproate cash services focus upon providing market-leading competitive yields, liquidity, and up to $25mln in federally insured cash deposits. Call us to learn how we may help your business thrive.


Corporate Bonds

Common Stock

IRA Accounts

Traditional, Roth, SEP, SIMPLE IRA's

Treasury Bills & Notes

Government & Municipal Securities

Private Equity

Specialized Credit

Real Estate

Cash Management

Variable Annuities

Financial Planning



Risk Management

Retirement Planning

Roth IRA Conversion


Income Distribution

Tax Planning

Business Finances/ Investments

College Plans

Estate Plans

Business Retirement Plans

401(k) Plans

403(b) Plans

Individual (Solo) 401k

Fiduciary Services

Non-qualified Plans

Corporate Cash Mgmt.


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Advanced Insurance/ Business and Estate

          For more information about Southbridge Advisors, send us An email or call the office.                 We welcome the opportunity to speak with you.  |  770-436-4097