Stonebridge Financial Group
Financial Services • 
602 N Front St, Wormleysburg, United States • 21-50 Employees
Company overview
| Headquarters | 602 N Front St, Wormleysburg, Pennsylvania 17043, US |
| Phone number | +17177616127 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2002 |
| Employees | 21-50 |
| Socials |
Key Contacts at Stonebridge Financial Group
Jeff Kline
Director - Corporate Retirement Plan Services
Bradley Sanders
Director - Personal Wealth Management At Stonebridge Financial Group
Jonathan Freeman
Director
Brian Mccarver
Director
Cody Gehman
Director - Operations/Compliance
Kristopher Korzi
Director - Portfolio Management
Nick Imbimbo
Director Of Wealth Management
Jan Jost
Owner
Stonebridge Financial Group Email Formats
Stonebridge Financial Group uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@stonebridgefg.com), used 69.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@stonebridgefg.com | 76.9% |
{first name}.{last name} | john.doe@stonebridgefg.com | 23.1% |
About Stonebridge Financial Group
The experienced team at Stonebridge Financial Group has been working together since 2002 but draws its origins from the early 1970s. Our close-knit staff brings the human factor back to investing through creating personal, ongoing relationships with each of our clients, ensuring a personalized investment experience. For us, relationship management is just as important as wealth management. Our specialties range from established corporate clients to families, business owners and institutions. Clients can trust in the consistency that we offer with our team and wealth management strategies. Your financial future is our focus, and through innovative investment consultation we help to realize and secure financial goals spanning multiple generations. The Stonebridge team has experienced remarkable growth since the early 2000s and our 2013 entry into the independent advisory community. Advisory products and services offered by Investment Advisory Representatives through Stonebridge Financial Group, an SEC-Registered Investment Advisor. HR & Payroll services are provided by Stonebridge HR Solutions dba Stonebridge Payroll Solutions. Stonebridge Financial Group may transact business in states where it is registered, exempt or excluded from registration. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Private Client Services and Stonebridge Financial Group are unaffiliated entities. Stonebridge HR Solutions is a subsidiary of Stonebridge Financial Group.
Stonebridge Financial Group revenue & valuation
| Annual revenue | $2,566,650 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $8,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Stonebridge Financial Group has 15 employees across 4 departments.
Departments
Number of employees
Funding Data
Stonebridge Financial Group has never raised funding before.
Stonebridge Financial Group Tech Stack
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