Stonebridge Financial Group, recently named one of Central Penn Business Journal’s Best Places to Work in PA, is proud to announce the opening of a new Lancaster office, which will take place on Tuesday, April 27, at 3 p.m.
Members of the media are invited to attend the ribbon-cutting ceremony along with members of the Lancaster Chamber of Commerce. Light refreshments will follow.
The office will allow Stonebridge to better meet the needs of new and established corporate clients, families, individuals, business owners and institutions in Lancaster County and surrounding areas. The new branch will act as a partner to the existing Wormleysburg location, which has achieved assets under management of $1 billion.
“We are excited to expand into Lancaster, where we will offer the same innovative investment consultation our Wormleysburg team has used to help realize and secure financial goals spanning multiple generations,” said Directors Jonathan Freeman, CFP®, CFA, CIMA®, and Brian McCarver, CFP®, CIMA®. “We want Lancaster residents, businesses and organizations to understand the opportunities and potential rewards that become available by taking a proactive approach to their financial situations and retirement plans.”
“The employees in our new office live in the Lancaster area and understand the concerns of our nearby neighbors and friends,” said Stonebridge Financial Group, LLC, Senior Financial Advisor Jeffrey Kline, C(k)P®, CRPS®, AIF®, one of several current employees joining the Lancaster office. “We’re eager to connect with new people and companies ready to pursue their financial goals. Our corporate retirement plan services can help plan sponsors meet their fiduciary responsibilities and improve their participants’ retirement readiness.”
Stonebridge offers personal wealth management and retirement plan services. Stonebridge advisors and plan coordinators create individualized strategies designed to work with tax and estate goals in mind so that clients’ money can last their lifetimes and for generations to come.
Freeman and McCarver founded the firm in 2002 to assist clients in building a solid financial foundation that lasts. Since the early 2000s, Stonebridge has experienced remarkable expansion, leading to its 2013 entry into the independent advisory community.
Community outreach is a key pillar of Stonebridge’s foundation. The firm partners with many non-profits in the area to support and amplify their causes, such as the Elizabethtown Rotary Club.
With five new hires joining Stonebridge within the past 15 months, the firm remains on track for continued growth. Stonebridge earned a spot in PLANADVISER Magazine’s 2020 national top 100 Retirement Plan Advisors.
The address of the new office is: 26A East Roseville Road, Lancaster PA 17601.
 Disclosure-Eligibility Criteria for CPBJ Best Places to Work Award: Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. This award is not indicative of future investment performance and may not be representative of individual clients’ experience.
 Disclosure-Eligibility Criteria for PLANADVISER Magazine’s 2020 national top 100 Retirement Plan Advisors list: The “PLANADVISER Top 100 Retirement Plan Advisers” list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in the 2019 Top 100, he had to submit a completed entry to our 2018 Retirement Plan Adviser Survey, which was fielded this past September. A sub-segment of the questions was used to determine eligibility for the Top 100.