Company profile
Stonebridge Financial Group, LLC
Financial Services firm in Central PA focusing on wealth management for families & corporate retirement plan consulting.
- Industry
- Financial Services
- Employees
- 36
- Headquarters
- Wormleysburg, Pennsylvania
- Founded
- 2002
- LinkedIn followers
- 1,017
- Office locations
- 2
Stonebridge Financial Group, LLC company summary
Stonebridge Financial Group, LLC is a company in the Financial Services industry, headquartered in Wormleysburg, Pennsylvania, founded in 2002. On LinkedIn the company has around 36 employees and 1,017 followers. The company lists 2 office locations.
What technology does Stonebridge Financial Group, LLC use?
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About 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 2000s 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.
Where is Stonebridge Financial Group, LLC located?
Stonebridge Financial Group, LLC lists 2 office locations.
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Frequently asked questions about Stonebridge Financial Group, LLC
What does Stonebridge Financial Group, LLC do?
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. 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.
How many employees does Stonebridge Financial Group, LLC have?
Stonebridge Financial Group, LLC has around 36 employees on LinkedIn.
Where is Stonebridge Financial Group, LLC headquartered?
Stonebridge Financial Group, LLC is headquartered in Wormleysburg, Pennsylvania.
Where does Stonebridge Financial Group, LLC have offices?
Stonebridge Financial Group, LLC lists 2 office locations, including Wormleysburg, Pennsylvania, US; Lancaster, Pennsylvania, US.
When was Stonebridge Financial Group, LLC founded?
Stonebridge Financial Group, LLC was founded in 2002.
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