Serving NY/NJ and the outlying areas, Rodger Thomas is offering the following services not limited to: Tax Management, Investment Adviser, Estate Taxes, and Wealth Management and Life Insurance. He is registered with and securities offered through Newbridge Securities Corporation, Member FINRA, SIPC and Investment Advisory Services offered through Newbridge Financial Services Group Inc., an SEC Registered Investment Adviser. Office of Supervisory Jurisdiction: 1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432. Toll-Free (877) 477-9625 Phone (954) 334-3450 Fax (954) 489-2390. Please consult a tax professional for any tax related matters. Check the background of these financial professionals on FINRA's BrokerCheck. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Rodger Thomas, Shield Capital Advisory, Newbridge Financial Services Group, Inc. and their affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
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