What departments does Stonebridge Financial Group, LLC have?

Stonebridge Financial Group, LLC has employees across 5 departments including Entrepreneurship, Product Management, Consultant, Banking, Marketing.

What is the largest department at Stonebridge Financial Group, LLC?

The largest department at Stonebridge Financial Group, LLC is Entrepreneurship with 1 employees.

Where are Stonebridge Financial Group, LLC employees located globally?

Stonebridge Financial Group, LLC has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Stonebridge Financial Group, LLC's team size changed over time?

Stonebridge Financial Group, LLC's team has decreased from approximately 30 to 24 employees based on available data.

Stonebridge Financial Group, LLC Employee Directory

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.

Stonebridge Financial Group, LLC Global Highlights

North America
39

United States Of America
39

Oceania
1

Australia
1

Stonebridge Financial Group, LLC's Leadership

J. J.
Owner
Mobile Phone
Email
J. F.
Director
Mobile Phone
Email
P. G.
Product Manager
Mobile Phone
Email
A. C.
Retirement Sales Consultant
Mobile Phone
Email
C. L.
Corporate Retirement Plan Advisor
Mobile Phone
Email
C. A.
Financial Advisor
Mobile Phone
Email
E. B.
Marketing Coordinator
Mobile Phone
Email
K. G.
Client Service Associate
Mobile Phone
Email

Stonebridge Financial Group, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Branding
Business
Community & Social Services
Other
Human Resources
Accounting
Administrative
Entrepreneurship

Contact profiles from Stonebridge Financial Group, LLC

Name

Title

Contact

Location

Last Update

J. J.
Owner
Mobile Phone
Email
Oct 23, 2024
J. F.
Director
Mobile Phone
Email
Jul 07, 2026
P. G.
Product Manager
Mobile Phone
Email
Oct 22, 2024
A. C.
Retirement Sales Consultant
Mobile Phone
Email
Oct 18, 2024
C. L.
Corporate Retirement Plan Advisor
Mobile Phone
Email
Oct 18, 2024
C. A.
Financial Advisor
Mobile Phone
Email
Apr 24, 2025
E. B.
Marketing Coordinator
Mobile Phone
Email
Oct 23, 2024
K. G.
Client Service Associate
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Stonebridge Financial Group, LLC known for?

Stonebridge Financial Group, LLC was founded in 2002 operates in the Financial Services industry. Explore Stonebridge Financial Group, LLC's company overview page for more information.

What is Stonebridge Financial Group, LLC's most common email format?

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

How many employees does Stonebridge Financial Group, LLC have currently?

Stonebridge Financial Group, LLC has approximately 38 employees as of July 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Stonebridge Financial Group, LLC's key employees and leadership?

As of July 2026, Stonebridge Financial Group, LLC's key employees include:

Owner: J. J.
Director: J. F.
Product Manager: P. G.
Retirement Sales Consultant: A. C.
Corporate Retirement Plan Advisor: C. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Stonebridge Financial Group, LLC Employee Directory

Find Stonebridge Financial Group, LLC employees' phone numbers or email addresses

Name search is limited — try advanced search instead