Stonebridge Financial Group located at 602 N Front Street, Wormleysburg, PA has affiliated with Triad Advisors, LLC., out of Atlanta, as their broker-dealer and parent advisory firm effective November 1st, 2018. This decision involved nearly two years of careful, diligent research of the available options in the advisory marketplace. Their services better enable Stonebridge to offer customized client-centric products, services and comprehensive wealth management solutions. This affiliation also gives the flexibility to choose from a multitude of custodians and technology vendors. Accordingly, they have selected TD Ameritrade the custodian for advisory accounts and Fidelity National Financial for clearing and custody for brokerage business. The company has experienced tremendous growth since the early 2000s and is excited to offer improved technology and resources to both Personal and Business clients.
In addition to this change, they are very proud to announce that James Kampstra, APA, CIMA®, CFP® and his team from Ferrara Kampstra Wealth Management located in Gettysburg, PA are joining Stonebridge Financial Group beginning November 1st, 2018.