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VerifiedFinancial Services· Founded 2002

Stonebridge Financial Group, Llc

The experienced team at Stonebridge Financial Group has been working together since 2002 but draws its origins from the early 1970s. Our close-knit staff brings the human factor back to investing through creating personal, ongoing relationships with each of our clients, ensuring a personalized investment experience. For us, relationship management is just as important as wealth management. Our specialties range from established corporate clients to families, business owners and institutions. Clients can trust in the consistency that we offer with our team and wealth management strategies. Your financial future is our focus, and through innovative investment consultation we help to realize and secure financial goals spanning multiple generations. The Stonebridge team has experienced remarkable growth since the early and our 2013 entry into the independent advisory community. Advisory products and services offered by Investment Advisory Representatives through Stonebridge Financial Group, an SEC-Registered Investment Advisor. HR & Payroll services are provided by Stonebridge HR Solutions dba Stonebridge Payroll Solutions. Stonebridge Financial Group may transact business in states where it is registered, exempt or excluded from registration. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Private Client Services and Stonebridge Financial Group are unaffiliated entities. Stonebridge HR Solutions is a subsidiary of Stonebridge Financial Group.

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HeadquartersWormleysburg, United StatesEmployees34(11 to 50)Annual revenue$1M to <$10MFounded year2002Websitestonebridgefg.comLinkedIn profileLinkedIn

Verified contacts

22

available on Kipplo

LinkedIn employees

34

11 to 50 range

Open roles

no listings

Distinct roles

18

indexed titles

Tech stack

1

tools in use

Monthly traffic

534

organic / mo

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Top roles at Stonebridge Financial Group, Llc

18 distinct titles indexed · top 10 shown.

  • 3financial advisor
  • 2,'
  • 2director
  • 1associate financial representative
  • 1client associate
  • 1client service associate
  • 1director - coo
  • 1director - corporate retirement plan services
  • 1director - personal wealth management at stonebridge financial group
  • 1paraplanner & client service associate
  • +8more titles

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