Stonebridge Financial Group was founded by three independent financial professionals each with independent skills, personality and insight, who collaborated to form a focused team of Private and Corporate Investment Fiduciaries, financial planners and insurance professionals. The firm offers a full spectrum of corporate and private wealth management services tailored to its clients' specific financial needs.
Stonebridge helps clients achieve their individual objectives through Retirement Plan Consulting, Executive Benefit Plans, Corporate Risk Management, Business Succession Planning, Employee Health and Wellness Benefits, Financial Planning, Wealth Management, Risk management & Insurance Planning, and Financial Analysis for Divorce.
Stonebridge helps clients achieve their individual objectives through Retirement Plan Consulting, Executive Benefit Plans, Corporate Risk Management, Business Succession Planning, Employee Health and Wellness Benefits, Financial Planning, Wealth Management, Risk management & Insurance Planning, and Financial Analysis for Divorce.
Services
Stonebridge Financial Group's commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support - resulting in an exceptional degree of client service. Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.
It's never been more important for organizations to have a focused financial professional. Stonebridge works with corporate clients of all sizes to provide integrated financial planning including strategic retirement plan consulting and a comprehensive executive and employee benefits portfolio.
In today's changing corporate climate, it's never been more important for organizations to have a focused financial professional with the resources to help companies execute responsible long-term plans.Stonebridge continues working for its clients long after the plans are implemented by providing ongoing, proactive compliance support to help organizations make timely adjustments to constantly changing business regulations.
In today's changing corporate climate, it's never been more important for organizations to have a focused financial professional with the resources to help companies execute responsible long-term plans.Stonebridge continues working for its clients long after the plans are implemented by providing ongoing, proactive compliance support to help organizations make timely adjustments to constantly changing business regulations.
A successful retirement plan must be both sustainable and compatible with the company's long-term objectives. A company's retirement plan should be as crucial to the organization as it is to the employees. A successful retirement plan must be both sustainable and compatible with the company's long-term objectives while being efficiently and cost-effectively administered.
Recruiting and retaining talented leadership is essential for an organization to succeed, especially in today's competitive marketplace. A robust executive benefit plan can increase productivity and motivate employees. With limits imposed by the IRS on contributions to traditional qualified retirement plans, highly compensated executives may find it difficult to achieve their retirement goals.
The objective of risk management is to minimize a company's exposure to the possibility of loss. Stonebridge focuses on recommending and implementing risk management and insurance strategies that provide financial security against future risk, accidents, and uncertainty.
Stonebridge has licensed insurance agents who can address helping to protect businesses from the consequences that can occur from the loss or disability of an owner or key employee.Since death and disability are two provisions that are often unexpected, life and disability income insurance are typically utilized to provide the necessary funding to facilitate a buyout of the deceased or disabled partner's share.
Stonebridge has licensed insurance agents who can address helping to protect businesses from the consequences that can occur from the loss or disability of an owner or key employee.Since death and disability are two provisions that are often unexpected, life and disability income insurance are typically utilized to provide the necessary funding to facilitate a buyout of the deceased or disabled partner's share.
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