Wealth Management

Know you're financially fit.

Are you financially fit? Ask yourself:

  • Will I ever be able to retire?
  • Am I at risk of outliving my money?
  • How can I pay my family's bills—and invest for the future?
  • Is it too late to start investing?

For answers to these questions—and more—speak to a Dime Community Bank Wealth Advisor.

Your licensed Wealth Advisor will take the time to get to know you, your goals, challenges and risk tolerances, then help you build a portfolio of products and services from a diverse number of companies.

The result? A financial plan tailored for how you live today... and more importantly, how you want to live tomorrow.

Strategies for a financially fit life.

Start strategically. The best time to start planning your financial future is now.

Here's how.

  • Pay yourself first. Saving even a little each month can make a difference. But be consistent and systematic.
  • Choose wisely. Select products that align with your goals and risk tolerance.
  • Diversify.* A well-diversified portfolio of products is an important part of any financial plan.
  • Minimize debt. The less debt you carry, the more money you can save.
  • Create a budget. Develop and implement a plan that focuses on both discretionary spending and saving.

* Diversification does not guarantee investment returns and cannot eliminate market risk or investment losses.

Build intelligently. You’re at the height of your earning potential and building your financial assets.

What's next?

  • Diversify.* Construct a portfolio of products from a wide range of asset classes that aligns with your goals, time horizon and risk tolerance.
  • Professional guidance. Work with a professional who can help you make informed decisions about your financial future.
  • Accounts for minor children.1 Whether it’s with an UGMA, UTMA or college savings plan, accumulating wealth for children may provide tax advantages for parents and grandparents.
  • Insurance. Make sure you have adequate coverage for yourself, your loved ones and your business.

* Diversification does not guarantee investment returns and cannot eliminate market risk or investment losses.

1 Consult your tax and accounting advisors. Neither LPL nor its affiliates or financial professionals provide tax, legal or accounting advice.

Retire Confidently

Ready to enjoy retirement? Here are a few things to consider.

  • Predictable income. Having a portion of your retirement income guaranteed can help ensure you’re always prepared for the unexpected.

  • Access to assets. Ensure flexibility to meet your changing needs over time.

  • Growth opportunities. Maintain your standard of living by making sure your income keeps pace with inflation.

  • Legacy protection. Protect your estate and ensure your assets are passed onto your heirs according to your wishes.

Products & Services

Bridge Financial Services offers access to a variety of products and services from diverse companies.

We can help you work toward getting where you want to go in life.

Bridge Financial Services (BFS) has a relationship with LPL Financial Services, a leading independent broker dealer, so we can offer objective guidance and recommend strategies that may include different types of products and services from many companies—not just one.

Create a plan that's right for you.

Your experienced wealth advisor will give you access to a full range of products and services and to personal, professional and no-obligation advice to help you create a plan that’s right for you.

Your personal plan may include:

Ready to get started?

Meet your wealth advisors.

Our experienced and dedicated wealth advisors create a personalized financial plan based on your specific needs and challenges, and customized to work toward meeting your life, goals and dreams.

Wealth Advisor

John Soto

Bridge Financial Services

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.

Wealth Advisor

Lania Cross

Bridge Financial Services

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.

Wealth Advisor

Keith E. Robertson

Bridge Financial Services

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.

Check the background of investment professionals associated with this
site on FINRA's BrokerCheck.
Custom Approach
Because we’re independent, Bridge Financial Services makes decisions in the best interests of our clients—not our firm.
Products & Services
We have a relationship with LPL Financial, a top independent broker-dealer, so we offer a vast array of <a href="#component-body_copy-14456">products and services</a>
Our Team
Our <a href="#component-new_dime_columns-14631">experienced wealth advisors</a> focus on your goals and help you build a personal financial plan to help you achieve them.
Global Resources
Bridge Financial Services (BFS) has a relationship with LPL Financial Services, the nation’s largest independent broker-dealer.
Independent Thinking
Because we’re independent, we make decisions in the best interests of our clients—not our firm.
Personal Touch
Our experienced wealth advisors help you build a plan that’s customized to your individual goals.
Ready to get started?

So are we. Simply complete this form and we’ll get back to you within 48 hours or contact any one of our many branch locations during regular business hours.

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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