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About Stonebridge Financial Planning Group, LLC
Stonebridge Financial Planning Group, LLC is a financial advisory company dedicated to helping clients achieve their desired lifestyle outcomes. With a team of passionate professionals, they offer personalized solutions that can withstand the changes and challenges life brings.
As a fee-based and fully independent firm, Stonebridge has the freedom to find the best solutions from a wide range of options for each individual client. They specialize in working with women and their families, aiming to bridge all key elements of life into one comprehensive plan. Over time, they work closely with clients to ensure they feel organized and successful in working towards their goals.
From initial investments to final distributions, Stonebridge is there every step of the way, simplifying the complex world of finances for clients and their families. They strive to be a trusted financial partner throughout all phases of life, recognizing that their success depends on their client's success.
While specializing in working with women and their families, Stonebridge extends its service offerings to clients from all walks of life. Whether someone is experiencing a major life transition or planning for retirement, Stonebridge can develop a financial plan tailored to unique requirements.
As an independent business, Stonebridge Financial Planning Group is committed to providing all clients with thorough and customized financial solutions. Their core values include excellence in all aspects of their work because details matter; integrity with honesty and transparency; flexibility with time and schedule understanding its value; collaboration as excellent care takes everyone working together; professionalism in behavior, dress, and speech; building genuine relationships by caring about each other and their clients' lives; and patience recognizing that everyone learns at different paces.
Overall, Stonebridge Financial Planning Group is a dedicated and approachable financial advisory firm that aims to help clients achieve their financial dreams through personalized plans and comprehensive services.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Asset Management
- Tax Preparation
- Divorce Consulting
- Social-Security Analysis
More about Stonebridge Financial Planning Group, LLC
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 154616 | 7 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Stonebridge Financial Planning Group, LLC.