JL Bainbridge - Pre-Retirement Planning

investing

portfolio management IRA strategies charitable giving 401(k) strategies

planning

financial planning retirement planning estate planning tax strategies trusts 529 education plans

contact us

1582 Main Street
Sarasota, FL 34236

941.365.3435

800.899.5171

privacy notice disclosure Client Relationship Summary (CRS)ADV 2

Disclosure: JL Bainbridge is a registered investment adviser. J.L. Bainbridge & Co., Inc., is not a broker dealer and does not offer tax or legal advice. Please consult your tax or legal advisor for assistance regarding your individual situation. It should neither be assumed that future results will be as profitable or that a loss could not be incurred. For more information on our firm and our investment advisor representatives, please review our Form ADV, Privacy Notice, and Form CRS at jlbainbridge.com and reference the SEC website for more information on the firm and its advisors: https://adviserinfo.sec.gov/firm/summary/108058. Identifying the SEC as our regulator does not imply any level of skill or training.