Whether the objective is to provide security for one’s own retirement or generations to come, Stonebridge can help clients take control of their financial future.

Stonebridge believes that a sound financial plan requires the diversification of assets with the minimization of expenses, taxes, and stress. Planning should start long before retirement so individuals can start the road to financial freedom today.

Whether the objective is to provide security for one’s own retirement or generations to come, Stonebridge can help clients take control of their financial future by understanding their current economic situation, aspirations, and lifestyle. Stonebridge’s financial professionals can create a customized financial plan linked to an individual’s unique situation including detailed projected cash flow so that clients can plan their future accordingly.

Stonebridge’s comprehensive financial planning process is structured into five different segments:

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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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