Insights

Mid-Sized Market Focus With a revenue range of 25 to 50 million dollars and a team of 11-50 employees, Stonebridge Financial Partners positions itself as a dynamic player targeting clients seeking personalized wealth management services, presenting opportunities for tailored financial solutions and premium advisory offerings.

Technology Utilization Utilizing a modern tech stack including Cloudflare, Webpack, and FMG Suite, the firm emphasizes digital presence and client engagement, indicating potential for advanced fintech integrations and digital marketing services to enhance client acquisition.

Service Differentiation Specializing in customized programs for wealth growth and conservation, Stonebridge Financial Partners can benefit from innovative financial products and strategic partnerships aimed at differentiating their service offerings in a competitive marketplace.

Expansion Opportunities Operating in a competitive landscape with large firms like Charles Schwab and Fidelity, the company can explore expanding its client base through niche focus areas, advanced financial planning tools, and targeted marketing strategies to attract high-net-worth individuals.

Partnership Potential Given their advisory services through affiliations with LPL Financial and NewEdge Advisors, there is an opportunity to explore additional strategic alliances and technology integrations to streamline operations, enhance compliance, and improve client service delivery.

Stonebridge Financial Partners, LLC Tech Stack

Stonebridge Financial Partners, LLC uses 8 technology products and services including TrackJS, cdnjs, Cloudflare, and more. Explore Stonebridge Financial Partners, LLC's tech stack below.

  • TrackJS
    Analytics
  • cdnjs
    Content Delivery Network
  • Cloudflare
    Content Management System
  • FMG Suite
    Content Marketing
  • Webpack
    Development
  • Slick
    Javascript Libraries
  • WP Engine
    Platform As A Service
  • Gravity Forms
    Web Platform Extensions

Media & News

Stonebridge Financial Partners, LLC's Email Address Formats

Stonebridge Financial Partners, LLC uses at least 1 format(s):
Stonebridge Financial Partners, LLC Email FormatsExamplePercentage
First@stonebridgefinancialpartners.comJohn@stonebridgefinancialpartners.com
80%
FLast@stonebridgefinancialpartners.comJDoe@stonebridgefinancialpartners.com
7%
First.Last@stonebridgefinancialpartners.comJohn.Doe@stonebridgefinancialpartners.com
6%
FirLast@stonebridgefinancialpartners.comJohDoe@stonebridgefinancialpartners.com
7%

Frequently Asked Questions

Where is Stonebridge Financial Partners, LLC's headquarters located?

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Stonebridge Financial Partners, LLC's main headquarters is located at 880 W. Long Lake Rd., Suite 550 Troy, Michigan 48098, US. The company has employees across 1 continents, including North America.

What is Stonebridge Financial Partners, LLC's phone number?

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You can contact Stonebridge Financial Partners, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Stonebridge Financial Partners, LLC's official website and social media links?

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Stonebridge Financial Partners, LLC's official website is stonebridgefinancialpartners.com and has social profiles on LinkedIn.

What is Stonebridge Financial Partners, LLC's NAICS code?

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Stonebridge Financial Partners, LLC's NAICS code is 52 - Finance and Insurance.

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

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As of December 2025, Stonebridge Financial Partners, LLC has approximately 16 employees across 1 continents, including North America. Key team members include Ceo, Senior Wealth Advisor: T. B.Chief Financial Officer: M. L.Partner | Wealth Advisor: T. M.. Explore Stonebridge Financial Partners, LLC's employee directory with LeadIQ.

What industry does Stonebridge Financial Partners, LLC belong to?

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Stonebridge Financial Partners, LLC operates in the Financial Services industry.

What technology does Stonebridge Financial Partners, LLC use?

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Stonebridge Financial Partners, LLC's tech stack includes TrackJScdnjsCloudflareFMG SuiteWebpackSlickWP EngineGravity Forms.

What is Stonebridge Financial Partners, LLC's email format?

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Stonebridge Financial Partners, LLC's email format typically follows the pattern of First@stonebridgefinancialpartners.com. Find more Stonebridge Financial Partners, LLC email formats with LeadIQ.

When was Stonebridge Financial Partners, LLC founded?

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Stonebridge Financial Partners, LLC was founded in 2004.

Stonebridge Financial Partners, LLC

Financial ServicesUnited States11-50 Employees

Stonebridge Financial Partners, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed with strategies to help grow and conserve your wealth by delivering a highly professional level of personalized service.

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Stonebridge Financial Partners, LLC are separate entities from LPL Financial.

FINRA: www.finra.org; SIPC: www.sipc.org.

Section iconCompany Overview

Headquarters
880 W. Long Lake Rd., Suite 550 Troy, Michigan 48098, US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Stonebridge Financial Partners, LLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Stonebridge Financial Partners, LLC's revenue is estimated to be in the range of $25M$50M

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