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.
Company Details
- Employees
- 29
- Founded
- -
- Address
- 602 N Front St, Wormleysburg,pennsylvania 17043,united States
- Phone
- +717-736-7007
- in****@****efg.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- stonebridgefg.com
- HQ
- Wormleysburg, Pennsylvania
Stonebridge Financial Group, Llc Questions
Stonebridge Financial Group, Llc's helpline number is +717-736-7007
Stonebridge Financial Group, Llc's website is stonebridgefg.com
Stonebridge Financial Group, Llc's LinkedIn profile is https://www.linkedin.com/company/stonebridge-financial-group-llc
Stonebridge Financial Group, Llc has
29 employees.
View email and phone details for 29
employees at Stonebridge Financial Group, Llc.
Stonebridge Financial Group, Llc's industry is
Financial Services
Stonebridge Financial Group, Llc's top competitors are
Stonebridge Financial Planning Group, Llc,
The Anstadt Company,
Mpc Insurance Group, Llc,
Stonebridge Financial Group,
Paycor,
Zca-Zeke Capital,
Stambaugh Ness,
Wealthbox,
Ironstone Ranch,
Marin Financial.
Stonebridge Financial Group, Llc's support email address is info@stonebridgefg.com
Stonebridge Financial Group, Llc's categories are Financial Services
Stonebridge Financial Group, Llc's founding year is 2002
