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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.
Company Details
- Employees
- 29
- Founded
- -
- Address
- 24 Frederick Rd, Ellicott City,maryland 21043,united States
- Industry
- Financial Services
- Website
- stonebridgefinancialadvisors.net
- Keywords
- Comprehensive Financial Planning, Retirement Planning, Education Funding, Estate Planning, Employee Benefit Services, Life Insurance, Business Owner Planning, Investment Strategies, Disability Income Insurance, Long Term Care Insurance.
- HQ
- Ellicott City, Maryland
Stonebridge Advisors, Inc. Questions
StoneBridge Advisors, Inc.'s website is stonebridgefinancialadvisors.net
StoneBridge Advisors, Inc.'s LinkedIn profile is https://www.linkedin.com/company/stonebridge-advisors-inc.
StoneBridge Advisors, Inc. has
29 employees.
View email and phone details for 29
employees at StoneBridge Advisors, Inc..
StoneBridge Advisors, Inc.'s industry is
Financial Services
StoneBridge Advisors, Inc.'s top competitors are
Stonebridge Advisors Llc,
Lincoln Financial,
Phi Chi Theta - Alpha Mu Chapter,
Lazard,
Harborside Group,
Capital Group,
Fannie Mae,
Neuberger Berman,
Academy Financial, Inc.,
Spectrum Asset Management.
StoneBridge Advisors, Inc.'s categories are Financial Services
StoneBridge Advisors, Inc.'s founding year is 2005
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Top StoneBridge Advisors, Inc. Employees
-
Jonathan Bryant
Financial Advisor At Stonebridge Advisors
Minneapolis, Minnesota, United States, United States3stonebridgeft.com, wsfg.com, stonebridgeft.com -
David Sloper, Jr., CFP ®
Financial Planner At Stonebridge Advisors, Inc.
Ellicott City, Maryland, United States, United States3stonebridgeft.com, lfg.com, stonebridgeft.com4 +141083XXXXX
-
Anne Ballantini
Stonebridge Financial Advisors
Des Moines, Iowa, United States, United States1gmail.com -
Suzanne C Smith
Practice Manager At Stonebridge Advisors, Inc.
Crofton, Maryland, United States, United States2brightstar.com, mac.com
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