Stonebridge Financial Group

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

37 S 5th St, Gettysburg, Pennsylvania, 1...

Phone Number

(717) 736-7007

Revenue

<$5 Million

Industry

Finance Insurance Business Services Securities Trading Project Management Accounting for Legal Practices
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Stonebridge Financial Group

Stonebridge Financial Group is dedicated to building a solid financial foundation for individuals and businesses by prioritizing their clients' interests and developing customized financial strategies. They offer a range of services including personal wealth management, corporate retirement plans, insurance solutions, and HR & payroll services. With a team of experienced financial advisors, they aim to empower clients to succeed financially while fostering strong relationships. Their intended clients include households and businesses across multiple states, seeking comprehensive financial guidance.Explore more
Stonebridge Financial Group's Social MediaPopular SearchesStonebridge Financial Group LLCStonebridge Financial GroupStoneridge Financial Group LLCStonebridge Financial Group IncStonebridge Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Stonebridge Financial Group Org Chart

PhoneEmail
JR
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Senior VP, Personal Wealth Management

PhoneEmail
LL
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Vice President, Personal Wealth Management

PhoneEmail
CL
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Vice President, Corporate Retirement Plan Ser...

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Group Director, Personal Wealth Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stonebridge Financial Gro...

<$5M
11-50
Private
<$5M
2005
JR
Jeremy RiversSenior VP, Personal Wealth Management
$5.2M
11-50
Private
-
2000
NS
Nathan SmithChief of Staff & Manager, Porftolio
$5M
11-50
Private
-
2000
SS
Steve SmallChief Compliance Officer & Registered Investment Advisor & Representative
<$5M
1-10
Private
-
2011
RC
Rachael CrawfordAdministrative Assistant
<$5M
1-10
Private
-
-
CS
Christina StewartDirector, Growth & Partnerships
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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 financials insights

Gather financial insights about Stonebridge Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Stonebridge Financial Group Tech Stack

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Most Recent Scoops

Award
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Award, Employee Relations
Funding
Stonebridge Financial Group has received an SBA PPP loan for $150,000 from LinkBank, supporting the retention of 17 jobs.
Funding
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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.stonebridgefg.com
What is Stonebridge Financial Group's Revenue?
Stonebridge Financial Group's revenue is <$5 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, Business Services
What is Stonebridge Financial Group competition?
Stonebridge Financial Group top competitors include: Cascade Wealth Advisors, Rather & Kittrell, Aspen Wealth Management, Ratcliff Financial Services
What companies has Stonebridge Financial Group acquired?
Stonebridge Financial Group has acquired the companies: Ferrara Kampstra
What technology does Stonebridge Financial Group use?
Some of the popular technologies that Stonebridge Financial Group uses are: WordPress.org, reCAPTCHA, PHP, Proofpoint
How do I contact Stonebridge Financial Group?
Stonebridge Financial Group contact info: Phone number: (717) 736-7007 Website: www.stonebridgefg.com
What does Stonebridge Financial Group do?

Stonebridge Financial Group is dedicated to building a solid financial foundation for individuals and businesses by prioritizing their clients' interests and developing customized financial strategies. They offer a range of services including personal wealth management, corporate retirement plans, insurance solutions, and HR & payroll services. Wit... h a team of experienced financial advisors, they aim to empower clients to succeed financially while fostering strong relationships. Their intended clients include households and businesses across multiple states, seeking comprehensive financial guidance.Read More

What are Stonebridge Financial Group social media links?
Stonebridge Financial Group Linkedin page Stonebridge Financial Group Twitter 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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