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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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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Decision-makers and verified team members
22 contacts with verified email or phone · masked until revealed.
- BM
Brian McCarver
Director · General Business & Management
EmailPhone - JK
Jeff Kline
Director - Corporate Retirement Plan Services · Finance & Accounting
EmailPhone - JF
Jonathan Freeman
Director · General Business & Management
EmailPhone - TB
Todd Bogda
Senior Vice President - Investments · Finance & Accounting
EmailPhone - LW
Lisa Wolfe
Senior Client Service Associate · Customer/Client Service
EmailPhone - SW
Sarah White
Financial Advisor · Finance & Accounting
EmailPhone - CG
Cody Gehman
Director - COO · Other
EmailPhone - DN
Dan Newell
Payroll HR Consultant & Corporate Retirement Plan Advisor · Other
EmailPhone - NT
Nicole Tyminski
,' · Other
EmailPhone
Showing 9 of 22 verified contacts
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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