It’s never been more important for organizations to have a focused financial professional.

Stonebridge works with corporate clients of all sizes to provide integrated financial planning including strategic retirement plan consulting and a comprehensive executive and employee benefits portfolio.

In today’s changing corporate climate, it’s never been more important for organizations to have a focused financial professional with the resources to help companies execute responsible long-term plans. Stonebridge provides the following consulting services, along with the resources to carry all plans through to completion:
  • Employee retirement plans
  • Business succession planning
  • Risk management and insurance services
  • Executive benefit plans
  • Employee health and wellness benefits
Stonebridge continues working for its clients long after the plans are implemented by providing ongoing, proactive compliance support to help organizations make timely adjustments to constantly changing business regulations.
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Stonebridge Financial Group’s commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support – resulting in an exceptional degree of client service.

Corporate Wealth Management

Private Wealth Management

Special Needs Planning

About Us

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Stonebridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-5461282 (07/23) (Exp. 07/27)

For New York State Clients: New York State Executive Order | Extension of Grace Period, Waiver of Fees, Extension of Other Contractual Deadlines for hardship related to Covid-19

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