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
- Grand Rapids, MI
- Wormleysburg, PA (Headquarters)
- San Rafael, CA
- Lancaster, PA
Services Offered
- Plan Design Consulting
- 3(21) Investment Advisor
- Participant Investment Advice
Team Members
- Brian McCarver
- Kristopher Korzi
- Jessica Dowdy
- Partner Portfolio Management
- Senior Trader
- Managing Partner
- Jonathan Freeman
- Jeffrey Kline