Stonebriar Financial

Finance · Utah, United States · 11-50 Employees

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Overview

Headquarters

2600 W Executive Pkwy Ste 360, Lehi, Uta...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Stonebriar Financial

Stonebriar Financial is a wealth management firm specializing in holistic financial planning, helping clients manage their assets and pursue their financial goals. The firm offers a range of services including retirement income strategies, tax-efficient strategies, and asset preservation solutions for individuals and families. Led by experienced professionals Gary J. Preisser and Shea M. Swenson, the company emphasizes financial literacy and community support through initiatives like the Stonebriar Foundation. Stonebriar Financial is dedicated to creating custom financial strategies tailored to each client's unique needs.Explore more
Stonebriar Financial's Social MediaPopular SearchesStonebriar FinancialSIC Code 62,628NAICS Code 52,523Show more

Stonebriar Financial Org Chart

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PS
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Director, Finance

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Director, Marketing

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MT
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Director, Communications

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stonebriar Financial

<$5M
11-50
Private
-
-
PS
Pamela SanchezDirector, Finance
$8.9M
1-10
Private
-
2011
RB
Robert BaderOwner and President
$5.1M
11-50
Private
-
2013
<$5M
11-50
Private
-
2022
DT
Desiree ThomasonAdministrative Assistant
<$5M
11-50
Private
-
-
KS
Kaydia SmithManaging Director
<$5M
1-10
Private
-
2022
CB
Chelsea BaileyDirector, Tax & Accounting Services
<$5M
11-50
Private
-
2022
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Stonebriar Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Stonebriar Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Stonebriar Financial.

Stonebriar Financial Tech Stack

A closer look at the technologies used by Stonebriar Financial

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Frequently Asked Questions Regarding Stonebriar Financial

What is Stonebriar Financial's official website?
Stonebriar Financial's official website is www.stonebriarfinancial.com
What is Stonebriar Financial's Revenue?
Stonebriar Financial's revenue is <$5 Million
What is Stonebriar Financial's SIC code?
Stonebriar Financial's SIC: 62,628
What is Stonebriar Financial's NAICS code?
Stonebriar Financial's NAICS: 52,523
How many employees does Stonebriar Financial have?
Stonebriar Financial has 11-50 employees
What industry does Stonebriar Financial belong to?
Stonebriar Financial is in the industry of: Finance, Securities Trading
What is Stonebriar Financial competition?
Stonebriar Financial top competitors include: Stillwater Financial Services, Dogwood Wealth Management, Goodrich Financial Advisory, First Financial Consultants
What technology does Stonebriar Financial use?
Some of the popular technologies that Stonebriar Financial uses are: WooCommerce, WordPress.org, PHP, Sentry
What does Stonebriar Financial do?

Stonebriar Financial is a wealth management firm specializing in holistic financial planning, helping clients manage their assets and pursue their financial goals. The firm offers a range of services including retirement income strategies, tax-efficient strategies, and asset preservation solutions for individuals and families. Led by experienced pr... ofessionals Gary J. Preisser and Shea M. Swenson, the company emphasizes financial literacy and community support through initiatives like the Stonebriar Foundation. Stonebriar Financial is dedicated to creating custom financial strategies tailored to each client's unique needs.Read More

What are Stonebriar Financial social media links?
Stonebriar Financial Linkedin page
Is Stonebriar Financial a public company?
Stonebriar Financial is private company therefore does not currently have an official ticker symbol
See more information about Stonebriar Financial

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