Stonebridge Financial Group

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

10801 Johnston Rd Ste 216, Charlotte, No...

Phone Number

(704) 243-5420

Revenue

$5.7 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Stonebridge Financial Group

Stonebridge Financial Group, LLC is an independent financial services firm that provides customized financial planning, estate planning strategies, retirement plan consulting, and insurance services. They prioritize a personal and responsive relationship with clients, ensuring a transparent fee structure and a high level of expertise to address complex financial needs. The firm aims to eliminate biases found in traditional wealth management firms, allowing clients to feel confident in their investment recommendations. Their services are designed for individuals seeking comprehensive financial guidance tailored to their unique situations.Explore more
Stonebridge Financial Group's Social MediaPopular SearchesStonebridge Financial Group LLCStonebridge Financial GroupStoneBridge Counseling PLLCStonebridge Capital LLCSIC Code 62,628NAICS Code 52,523Show more

Stonebridge Financial Group Org Chart

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Compare insights from companies similar to Stonebridge Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stonebridge Financial Gro...

$5.7M
11-50
Private
-
2009
KK
Kathryn KornbauPractice Manager
<$5M
11-50
Private
-
2005
JA
Julie AndersonFinancial Advisor
<$5M
1-10
Private
-
2006
<$5M
1-10
Private
-
2005
DH
Diane HagerstromManager, Operations
<$5M
1-10
Private
-
2014
LS
Luke ShevlinFinancial Advisor
<$5M
1-10
Private
-
2005
SG
Samantha GrayManager, Operations
<$5M
1-10
Private
-
-
CG
Christopher GongolaLpl Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Stonebridge Financial Group Tech Stack

A closer look at the technologies used by Stonebridge Financial Group

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Frequently Asked Questions Regarding Stonebridge Financial Group

What is Stonebridge Financial Group's official website?
Stonebridge Financial Group's official website is www.stonebridge-financial.com
What is Stonebridge Financial Group's Revenue?
Stonebridge Financial Group's revenue is $5.7 Million
What is Stonebridge Financial Group's SIC code?
Stonebridge Financial Group's SIC: 62,628
What is Stonebridge Financial Group's NAICS code?
Stonebridge Financial Group's NAICS: 52,523
How many employees does Stonebridge Financial Group have?
Stonebridge Financial Group has 11-50 employees
What industry does Stonebridge Financial Group belong to?
Stonebridge Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Stonebridge Financial Group competition?
Stonebridge Financial Group top competitors include: Sage Financial, 20/20 Financial Group, Voya Financial Advisors, Journey Financial Group
What technology does Stonebridge Financial Group use?
Some of the popular technologies that Stonebridge Financial Group uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, Font Awesome
How do I contact Stonebridge Financial Group?
Stonebridge Financial Group contact info: Phone number: (704) 243-5420 Website: www.stonebridge-financial.com
What does Stonebridge Financial Group do?

Stonebridge Financial Group, LLC is an independent financial services firm that provides customized financial planning, estate planning strategies, retirement plan consulting, and insurance services. They prioritize a personal and responsive relationship with clients, ensuring a transparent fee structure and a high level of expertise to address com... plex financial needs. The firm aims to eliminate biases found in traditional wealth management firms, allowing clients to feel confident in their investment recommendations. Their services are designed for individuals seeking comprehensive financial guidance tailored to their unique situations.Read More

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

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