Stonebridge Financial Group, LLC Company Profile, Contacts & Intelligence

Financial ServicesWormleysburg, Pennsylvania, United States29 employeesFounded 2002
1 contact with email or phone data1 with email data
View verified contacts Compare competitors
Employees
29
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 4 visible contacts
Departments
4
Mapped contact coverage

Stonebridge Financial Group, LLC Overview

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 2000s and our 2013 entry into the independent advisory community. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Stonebridge Financial Group, LLC, an SEC-Registered Investment Advisor. Stonebridge Financial Group, LLC may transact business in states where it is registered, exempt or excluded from registration. Private Client Services and Stonebridge Financial Group, LLC are unaffiliated entities.

Headquarters
Wormleysburg, Pennsylvania, United States
Website
stonebridgefg.com
Industry
Financial Services
Founded
2002
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
range from established corporate clients to families

Stonebridge Financial Group, LLC Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data in the visible sample.
4 departments represented
Visible contacts with email or phone data are mapped to these departments.
5 company-domain emails
Visible contacts using Stonebridge Financial Group, LLC's company email domain.
Finance
3
Sales
3
Executive
2
General
2

Stonebridge Financial Group, LLC People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

J
Jonathan Freeman
Director, Stonebridge Financial Group
N
Nicole Tyminski, Cpfa®,crps™, Mba, Ms
Boy Mom - Soccer Lover - Quarterback
S
Sarah White
Financial Advisor
S
Sarah Withey
Operations Assistant
E

Stonebridge Financial Group, LLC Workforce Composition

Seniority breakdown across 16 visible profiles.

Individual contributor
7
Director
4
Associate / junior
3
Executive
1
Senior / Lead
1

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