StoneBridge Advisors, Inc.
Financial Services
Ellicott City, Maryland, United States
29 employees
- Employees
- 29
- Contacts
- 4
- Emails
- 4
- Phones
- 1
StoneBridge Advisors, Inc. Overview
- Headquarters
- Ellicott City, Maryland, United States
- Website
- stonebridgefinancialadvisors.net
- Industry
- Financial Services
- Employees
- 29
- Founded
- 2005
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About 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.
StoneBridge Advisors, Inc. Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 1
- 25.0% coverage
StoneBridge Advisors, Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jonathan Bryant | Financial Advisor at Stonebridge Advisors | Minneapolis, Minnesota, United States |
Email
|
| David Sloper, Jr., Cfp ® | Financial Planner at Stonebridge Advisors, Inc. | Ellicott City, Maryland, United States |
Email
Phone
|
| Anne Ballantini | Stonebridge Financial Advisors | Des Moines, Iowa, United States |
Email
|
| Suzanne C Smith | Practice Manager at Stonebridge Advisors, Inc. | Crofton, Maryland, United States |
Email
|
Employees by Management Level
Individual contributor
6 profiles
Manager
5 profiles
Executive
1 profile
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 3 | 3 | 1 |
| Sales | 1 | 1 | 0 |
| General | 1 | 1 | 0 |
| IT | 1 | 1 | 0 |
StoneBridge Advisors, Inc. Tech Stack
Engineering
1 profile
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