About Stonebridge Financial Group
Stonebridge Financial Group is a prominent financial advisory firm with extensive experience in Central Pennsylvania and offices in Wormleysburg and Lancaster, PA, as well as Grand Rapids, MI. The firm specializes in providing comprehensive personal wealth management and corporate retirement plan services. Stonebridge values putting clients' interests first, developing customized strategies for individuals and businesses to achieve financial success. Their credentialed advisors offer a unique blend of professionalism and personality, leveraging decades of combined experience to deliver tailored solutions. Stonebridge Financial Group also offers insurance solutions and payroll services, catering to a broad range of client needs. With a strong commitment to community and a client-centric approach, Stonebridge Financial Group aims to build solid financial foundations for their clients, ensuring optimal outcomes for their personal and business financial planning needs. They are also actively registered in Arizona, Colorado, Connecticut, Delaware, Florida, Georgia, North Carolina, New Jersey, New York, Ohio, South Carolina, Wisconsin, and Vermont.
Website: https://stonebridgefg.com/
Office Locations
- Wormleysburg, PA (Headquarters)
- Lancaster, PA
- San Rafael, CA
- Grand Rapids, MI
Services Offered
- Plan Design Consulting
- Participant Investment Advice
- 3(21) Investment Advisor
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN | ALEXANDRIA REAL ESTATE EQUITIES, INC., CA | $208M | 537 |
| LINEDATA SERVICES 401(K) PLAN | LINEDATA SERVICES, INC., MA | $63M | 153 |
| LORING, WOLCOTT & COOLIDGE RETIREMENT SAVINGS PLAN | LORING, WOLCOTT & COOLIDGE TRUST, LLC, MA | $42M | 95 |
| NASUNI CORPORATION 401K PLAN | NASUNI CORPORATION, MA | $42M | 433 |
| JOHNNYS PIZZA HOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | JOHNNYS PIZZA HOUSE, INC., LA | $40M | 474 |
| 401(k) Retirement Plan | Healthcare Sponsor, IL | $35M | 311 |
| 401(k) Retirement Plan | Manufacturing Sponsor, PA | $32M | 178 |
| 401(k) Retirement Plan | Professional Services Sponsor, MD | $31M | 466 |
| 401(k) Retirement Plan | Technology Sponsor, MA | $31M | 708 |
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Subscribe TodayTeam Members
- Jonathan Freeman
- Senior Trader
- Kristopher Korzi
- Partner Portfolio Management
- Jessica Dowdy
- Managing Partner
- Brian McCarver
- Jeffrey Kline