There are many choices when it comes to selecting a financial professional, so what makes Stonebridge different?

Many clients come to Stonebridge after working with large institutional investment firms that don’t provide the personal service they need, or small firms that don’t have the experience or range of services. Stonebridge offers the following commitment to clients:

Client Service and Communications

Stonebridge takes a proactive approach to client service. Stonebridge will respond quickly to clients in the way they want to communicate – whether it is by phone, email or in person. Whether working with corporate clients about complex retirement plans or an individual investor about wealth management, Stonebridge provides financial advice and information so that is understandable and actionable. Stonebridge’s communication strategy is designed to help clients make informed decisions without having to spend their valuable time worrying about their financial planning.

Experience and Education

In addition to ongoing specialized education, Stonebridge financial professionals have earned top-level professional designations, including AIF, CFP®, ChFC®, CDFA and CLU®. Stonebridge financial professionals all have career-long experience in the financial industry, providing clients with a broad range of knowledge to help them achieve their financial goals.

Strategy to Support

Stonebridge provide clients with a variety of corporate and individual financial services including Retirement Plan Consulting, Executive Benefit Plans, Corporate Risk Management, Business Succession Planning, Employee Health and Wellness Benefits, Financial Planning, Wealth Management, Risk management & Insurance Planning, and Financial Analysis for Divorce. Stonebridge starts with the strategy, creates the plans, and provides ongoing support while continuously monitoring personal and external factors that may affect the financial planning process.

Comprehensive Advice

Clients often have accounts with different financial institutions, but lack a coordinated financial strategy. Stonebridge works to ensure that all investments and plans are integrated into a singular strategy to help clients: