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VerifiedFinancial Services· Founded 2005

Stonebridge Advisors, Inc

StoneBridge Advisors, Inc, with a primary location in Ellicott City, Maryland, is a financial services firm with extensive experience in handling the complex financial needs of clients. The firm provides clients with retirement planning, estate planning strategies, business succession planning, estate tax reduction strategies, as well as investment and insurance management. An individualized plan is developed for each client that is designed to best suit his or her unique financial circumstances. Founded by Mike Ward in 2005, his 35 years of experience brings a high level of expertise, helping to ensure clients receive the best and most sound financial guidance. Mike's expertise is complemented by his partner Sarah Cicero and a team of dedicated associates and employees. Securities and investment advisory services offered through Osaic FA, Inc, member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

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HeadquartersEllicott City, United StatesEmployees27(11 to 50)Annual revenue$1M to <$10MFounded year2005Websitestonebridgefinancialadvisors.netLinkedIn profileLinkedIn

Verified contacts

28

available on Kipplo

LinkedIn employees

27

11 to 50 range

Open roles

no listings

Distinct roles

16

indexed titles

Tech stack

1

tools in use

Monthly traffic

75

organic / mo

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Top roles at Stonebridge Advisors, Inc

16 distinct titles indexed · top 10 shown.

  • 4associate client relationship manager
  • 4financial planner
  • 3client relationship manager
  • 2chief operating officer
  • 2practice manager
  • 1client relationship coordinator
  • 1director of business development
  • 1fall intern
  • 1financial planner, chfc
  • 1intern
  • +6more titles

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