Stonebridge Financial Associates

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

24255 W 13 Mile Rd Ste 290, Bingham Farm...

Phone Number

(248) 480-2800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Stonebridge Financial Associates

Stonebridge Financial offers personalized financial planning services tailored to individual needs, focusing on retirement, investment, estate, insurance, tax, and money management. They serve a diverse clientele, including small business owners, working professionals, and individuals with special needs. The company emphasizes building long-term relationships through open communication and understanding clients' financial goals and risk tolerance. Their resources include educational materials and tools to assist clients in navigating their financial journeys.Explore more
Popular SearchesStonebridge Financial Associates LLCStonebridge Associates LLCStonebridge Associates IncSIC Code 62,628NAICS Code 52,523Show more

Stonebridge Financial Associates Org Chart

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Wealth Advisor

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Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stonebridge Financial Ass...

<$5M
1-10
Private
-
1995
GK
Gregory KateffWealth Advisor
<$5M
1-10
Private
-
2014
Joe Pannarale, President & Chief Executive Officer at Diversified Wealth Solutions
Joe PannaralePresident & CEO
<$5M
1-10
Private
-
1993
DP
Daniel ProstrolloWealth Advisor
<$5M
1-10
Private
-
2001
GP
George PopovChief Financial Officer, Your Personal
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
RG
Rose GibbsAccount Manager
<$5M
1-10
Private
-
2008
SM
Scott McDonaldPresident & Founder
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Stonebridge Financial Associates Tech Stack

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Frequently Asked Questions Regarding Stonebridge Financial Associates

What is Stonebridge Financial Associates's official website?
Stonebridge Financial Associates's official website is www.stonebridgefinancialassociates.com
What is Stonebridge Financial Associates's Revenue?
Stonebridge Financial Associates's revenue is <$5 Million
What is Stonebridge Financial Associates's SIC code?
Stonebridge Financial Associates's SIC: 62,628
What is Stonebridge Financial Associates's NAICS code?
Stonebridge Financial Associates's NAICS: 52,523
How many employees does Stonebridge Financial Associates have?
Stonebridge Financial Associates has 1-10 employees
What industry does Stonebridge Financial Associates belong to?
Stonebridge Financial Associates is in the industry of: Finance, Securities Trading
What is Stonebridge Financial Associates competition?
Stonebridge Financial Associates top competitors include: Prostrollo Wealth Advisors, ifinancialplan.com, Diversified Wealth Solutions, financialresourcescolorado.com
What technology does Stonebridge Financial Associates use?
Some of the popular technologies that Stonebridge Financial Associates uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Tag Manager
How do I contact Stonebridge Financial Associates?
Stonebridge Financial Associates contact info: Phone number: (248) 480-2800 Website: www.stonebridgefinancialassociates.com
What does Stonebridge Financial Associates do?

Stonebridge Financial offers personalized financial planning services tailored to individual needs, focusing on retirement, investment, estate, insurance, tax, and money management. They serve a diverse clientele, including small business owners, working professionals, and individuals with special needs. The company emphasizes building long-term re... lationships through open communication and understanding clients' financial goals and risk tolerance. Their resources include educational materials and tools to assist clients in navigating their financial journeys.Read More

Is Stonebridge Financial Associates a public company?
Stonebridge Financial Associates is private company therefore does not currently have an official ticker symbol
See more information about Stonebridge Financial Associates

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