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Stonebridge helps clients chart a course to their financial freedom. While many large financial institutions are eager to offer investment advice and products, Stonebridge takes a comprehensive and custom approach to financial and risk management planning.
Understanding clients’ goals is the first step. Stonebridge financial professionals take the time to interview clients about their immediate and long-term objectives in order to develop tailor made investment strategies with close attention to tax implications and risk tolerance. Stonebridge supports the financial planning process with estate planning and insurance strategies that help clients achieve their goals and protect their legacy.
There are many changes in life that can warrant major financial adjustments, such as starting a family, changing careers, selling a business, divorce or retirement. Stonebridge revisits clients’ investment strategy and asset allocation regularly to account for changes in market conditions, risk tolerance, and personal circumstances.
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.
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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