Our Client History

Since 1998, we have provided our clients with exceptional customer service based upon the highest standards and principles. We seek to produce solid long-term returns for our clients using extensive research and market analysis backed by sound investing strategies.
We offer a broad range of financial products and services, and our committed to providing outstanding customer service with individualized attention.
Our goal is to provide every one of our clients with a comprehensive investment strategy tailored to his or her individual financial circumstances, goals and objectives. Whether you are looking for a one-time investment or have long-term financial goals such as retirement or college funding, we are here to assist you.

History Of Bridgehead Financial Group, LLC

Bridgehead Financial Group was started in February 2021, by Jeff Jacobson. It was created after the retirement of Lisa Leonard and Norm Biondi. The true history of BFG dates back to 1998, when Lisa, Norm and Fred Huse started HLB Network while at BMA Securities. The network continued through their time at Locust Street Securities and onto ING/Voya Financial Advisors in 2004-2020. In May 2020, HLB left Voya Financial Advisors and moved to Securities America.
Jeff Jacobson joined HLB in the Fall of 2010, after starting in the securities business in 1998. From 2011 until Lisa’s retirement in 2021, he assisted Lisa in helping supervise the wonderful team of Advisors which is now Bridgehead Financial Group. It consists of nearly 30 Financial Advisors from across the country.
What makes Bridgehead Financial Group so special, is the team of Financial Advisors that have been assembled over the years and their commitment to their clients, families, communities and other Advisors that join BFG.