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Stonebridge: Our Mission

The epitome of lasting strength and security, stone bridges offer travelers a simple path to their destinations. At Stonebridge Financial Group, our mission is to stay true to our namesake and work for our fellow employees and clients to build solid and lasting foundations that lead to financial independence and a better community.

What Sets Us Apart?

Service

We are responsive, so when you call the office, a knowledgeable team member will be here to help. Our managers are limited in terms of the number of clients they can work with to ensure prompt service and strong relationships. Our service team members are some of our longest-tenured employees.

We combine professionalism with personality to give our clients a one-of-a-kind experience. We spend a lot of time with the clients we work with because we understand the importance of caring for the wealth they have accumulated. Acting as a trusted advisor, we provide individualized strategies designed to work with tax and estate goals in mind so that our clients’ money can last throughout their lifetimes and for generations to come. 

Stonebridge Financial Group brings wealth management and retirement planning to Lancaster and Harrisburg

Integrity

We invest for our clients the way we invest for ourselves and our families. Our duty is to deliver to our clients what we would want if the relationship were reversed.

Stonebridge Financial Group cares about the integrity of our client relationships, and we build on the trust we earn from you. We pledge to uphold the highest ethical values to ensure you receive honest, equitable insights to help coordinate your financial plans. There is always room for growth, which drives us to pursue continuing education opportunities that further our professional development. Our commitment to the community reflects another way we look out for you. Every member of our team volunteers in and supports their community, which brings us closer to you, too.

Security

We proactively communicate with our clients in all market conditions. We understand how to navigate the market’s ups and downs and help clients achieve their financial goals.

We understand that every person has a different relationship with their finances, and we take an individualized human approach to develop strategies that accomplish your goals while being sensitive to your individual feelings about money. Working closely with your other trusted advisors such as CPAs and attorneys, we act as a quarterback to coordinate your financial plan. Wealth management goes way beyond investing prudently, and we invite you to experience the Stonebridge difference yourself.

Get Expert Financial Guidance Now.

Ready to take control of your financial future? Contact Stonebridge Financial Group today for a personalized consultation. Let us help you navigate complex financial decisions and build a secure path to your goals.

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Disclosure

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state in the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded from the state’s licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to invest inquiries that involve (a) effecting, or attempting to effect, transactions in securities,; or (b) rendering personalized investments advisor for compensation. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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