SevenBridge Financial Group Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

SevenBridge Financial Group is an independent, full-service Registered Investment Advisor dedicated to serving the varying and distinct needs of our clients: high-net-worth individuals and families, business owners, executives, professional firms, foundations and endowments, and those reaping the benefits from natural resource harvesting. By striving to understand our clients fully — their life plans as well as their financial objectives — we establish the basis for building a comprehensive, long-term wealth strategy through fee-based financial planning and investment management services.

The name “SevenBridge” is derived from the seven bridges that personify our historic city, reaffirming our pride at being your neighbor, friend and trusted advisor. This new name also underscores our commitment to ensuring exceptional personal attention, premier planning and top-tier service.

We look forward to working with you.

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SevenBridge Financial Group Global Highlights

North America
7

United States Of America
7

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

SevenBridge Financial Group's Leadership

C. E.
Managing Partner
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L. D.
Managing Partner
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P. S.
Director Of Operations
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C. C.
Senior Wealth Advisor
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J. F.
Senior Wealth Advisor
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SevenBridge Financial Group Employee Metrics

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2024

2023

Information Technology
Operations
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Contact profiles from SevenBridge Financial Group

Name

Title

Contact Info

Location

Last Update

C. E.
Managing Partner
✕
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Mobile Phone
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Email
United StatesColorado
Sep 15, 2024
L. D.
Managing Partner
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Email
UNITED STATES
Jul 07, 2024
P. S.
Director Of Operations
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Email
United StatesPennsylvania
Sep 16, 2024
C. C.
Senior Wealth Advisor
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Mobile Phone
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Email
United StatesPennsylvania
Sep 13, 2024
J. F.
Senior Wealth Advisor
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Email
United StatesColorado
Sep 13, 2024

Frequently Asked Questions

What is SevenBridge Financial Group known for?

SevenBridge Financial Group was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 3401 North Front St Suite 301 Harrisburg, Pennsylvania 17110 US; you can contact the main corporate office by phone at

+1-717-775-****

. Explore SevenBridge Financial Group's company overview page for more information.

What is SevenBridge Financial Group's most common email format?

SevenBridge Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SevenBridge Financial Group email formats with LeadIQ.

How many employees does SevenBridge Financial Group have currently?

SevenBridge Financial Group has approximately 5 employees as of April 2024. These team members are located across 2 continents, including North AmericaEurope.

Who are SevenBridge Financial Group's key employees and leadership?

As of April 2024, SevenBridge Financial Group's key employees include:

Managing Partner: C. E.
Managing Partner: L. D.
Director Of Operations: P. S.
Senior Wealth Advisor: C. C.
Senior Wealth Advisor: J. F.

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