Stonebridge Financial Group Corporate Wealth Header
Stonebridge Financial Group Corporate Wealth Header

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.

Stonebridge Financial Group Corporate Wealth Diagram

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.