Stonebridge Financial Group, LLC Email Format

Financial ServicesPennsylvania, United States11-50 Employees

Stonebridge Financial Group, LLC operates as an independent investment advisory firm within the financial services sector. It emphasizes maintaining long-term, personal relationships with clients to deliver a tailored wealth-management experience alongside traditional advisory services. The client base spans established corporate clients, families, business owners, and institutions seeking consistent guidance and multi-generational financial planning. Based in Wormleysburg, Pennsylvania, the team has collaborated since 2002, with organizational roots tracing back to the early 1970s.

Advisory services are delivered through Investment Advisory Representatives affiliated with Stonebridge Financial Group, an SEC-Registered Investment Advisor, while securities are offered by Registered Representatives through a separate entity. Stonebridge HR Solutions, the firm's HR and payroll services arm, operates as a subsidiary, and the firm notes involvement in the independent advisory community since 2013.

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