Wealth Management for Businesses

Bainbridge Financial Services works with businesses in the areas of employer-sponsored retirement plans and cash management.

Employer-Sponsored Retirement Plans 

We can assist you in the selection of a retirement strategy that is tax efficient and helps attract and retain key employees. Options include defined benefit plans, defined contribution plans and deferred compensation. In addition to helping clients with the selection of a retirement strategy, we can act as a retirement plan administrator for 401(k) and pension plans.

One of the benefits of working with an independent firm like Bainbridge Financial Services is our use of an open architecture investment platform for the management of employer sponsored retirement plans. An open architecture investment platform offers customized investment choices that are not limited to the products of a particular broker dealer. It allows a client to customize their 401(k) or other retirement plan with the investment choices and features they desire in both a cost and tax efficient manner.

Cash Management

Clients can access convenient services such as free check-writing, Visa debit and ATM cards, automated deposits and withdrawals as well as automated bill payment through a single investment account. A Delta brokerage account allows clients to efficiently manage their investments and their finances in one convenient place. Services include:

  • Brokerage checking and direct deposit program
  • Automated banking and bill payment
  • Automated Fund transfer

To compare these features with those offered by other major securities brokerage firms, please review these brochures:

Corestone® Client Brochure

BillSuite® Brochure

EasyPay® Brochure

BNY Research and Commentary

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