Bridge Financial Services (BFS) takes the time to get to know your goals and challenges, and create a personal financial plan that can help you get where you want to go in life.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
- Will I ever be able to retire?
- Am I at risk of outliving my money?
- How can I pay my bills—and invest for the future?
- Is it too late to start investing?
Ready to enjoy retirement? Here are a few things to consider.
- Tax Advantaged Annuities
- Mutual Funds
- U.S. Bonds
- Investment Advisory Services
- Insurance Products
- Business Succession and Estate Planning Services
- Brokerage Services
- College Savings and Retirement Plans
- Unit Investments Trusts
Meet your wealth advisors.
Program Director John Soto is responsible for Bridge Financial Services’ Long Island and metro New York Wealth Management platforms.
In this role, John leverages his extensive wealth advisory background to create and implement customized strategies for his client base, which is comprised of middle market and business clients, in addition to business owners, senior managers and employees. John brings more than 20 years of wealth management experience to every client. Prior to his current position at Bridge Financial, he most recently served as an independent advisor with LPL Financial in Garden City, New York.
Lania Cross, Bridge Financial Services regional sales director, has served as a wealth advisor for the east end of Long Island for most of her nearly 25 years in the financial services industry.
Lania, who holds her series 7, 63, and 65 securities registrations through LPL Financial and life and health insurance licenses helps her clients work toward achieving both short- and long-term financial goals. She previously served as a retail wealth advisor and as an institutional market research analyst. Lania lives in Bellport, New York, with her two boys, Cooper and Cameron.
Keith E. Robertson
Vice President Keith Robertson is an advisor who helps clients work toward meeting their short- and long-term goals by leveraging his in-depth experience, financial analysis and a variety of financial products.
With over 20 years of financial services experience, Keith started his career with us in 2008, before being promoted to his current position in 2010. He holds his series 7 and 66 securities registrations with LPL Financial and life insurance license.
Keith, his wife Jennifer and daughter Olivia live in East Hampton and enjoy family vacations to the east end beaches in summer and ski mountains in the winter.
Daniel M. Sanborn
Dan has been a Financial Advisor for the past 26 years, and has a degree in economics. He originally started in the financial industry with Smith Barney, and for the past 8 years, has been owner and president of his own financial planning firm.
As a financial advisor, Dan constructs personalized investment strategies for his clients, their businesses and their families. The overall objectives are to help his clients grow, manage, and protect their assets. Dan also assists clients in preparing a customized estate plan, according to their specific wishes, to help them pass on assets to their heirs. Dan uses an approach that focuses on thirteen wealth management issues, while utilizing the vast financial tools and resources available at LPL Financial. Dan is here to help his clients pursue their financial goals and objectives.
Dan has been happily married to his wife Cheryl for the past 28 years, and has three children, Michael, Heather and Alyssa. He enjoys vacationing and skiing with his family.
Check the background of investment professionals associated with this
site on FINRA's BrokerCheck.
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*Diversification does not guarantee investment returns and cannot eliminate market risk or investment losses.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bridge Financial Services (BFS) is a wholly owned subsidiary of Dime Community Bank. Dime Community Bank and BFS are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using BFS, and may also be employees of Dime Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Dime Community Bank or BFS. The BFS site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ,CA, CO, CT, DC, DE, OH, FL, GA, MD, NC, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or Any Other Government Agency||Not Bank Guaranteed||Not Bank Deposits or Obligations||May Lose Value|