Stonebridge Financial Partners, LLC

Q: What is Stonebridge Financial Partners, LLC's company size?

Stonebridge financial partners, llc has 11 - 50 people working.

Financial Services

Specialities :

Retirement planning

Personal financial management

Comprehensive financial planning

Wealth advisors

And financial planning

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

Stonebridge Financial Partners, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed with strategies to help grow and conserve your wealth by delivering a highly professional level of personalized service. Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Stonebridge Financial Partners, LLC are separate entities from LPL Financial. FINRA: www.finra.org; SIPC: www.sipc.org

Contact Information

Troy , Michigan , United States

stonebridgefinancialpartners.com

Stonebridge Financial Partners, LLC Org Chart

Employees

Total Employees:
16

Top Contacts:
2

C-Level 1	VP - Level1
Director-	Manager-
Others14

Employees Working At Stonebridge Financial Partners, LLC

Tim Bearden

CEO Senior Wealth Advisor

Mike Lee

Chief Financial Officer

Kayla Berger

Operations Manager

Jacob Dungey

Client Relationship Manager

Mitchell Sovis

Client Service Associate

Stonebridge Financial Partners, LLC Email Formats

Structure	Email Format
<first>.<last>@	John.Smith@geanni.com.au
<first>@	John@geanni.com.au

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Grand Rapids, MI	e, communication, financial, client service
Build & Release	Grand Rapids, MI	e, communication, financial, client service
CRM Implementation	Grand Rapids, MI	e, communication, financial, client service
Digital Transformation	Grand Rapids, MI	e, communication, financial, client service
Project Management	Grand Rapids, MI	e, communication, financial, client service

Trigger

Tech Stack Used By Stonebridge Financial Partners, LLC

A quick view of products employed by Stonebridge Financial Partners, LLC

Amazon connect

Google analytics

Animate

Chrome

Fame

List of technologies used by Stonebridge Financial Partners, LLC

Client service

Communication

Financial

Languages Used By Stonebridge Financial Partners, LLC

Basic E K

Jobs at Stonebridge Financial Partners, LLC

Hiring 2024-09-29 06:25:18

Client Services Associate

Grand Rapids, MI

Our FirmStonebridge Financial Partners, LLC,a growing wealth management firm, is seeking a Client...

Frequently Asked Questions About Stonebridge Financial Partners, LLC

What does Stonebridge financial partners, llc do?+

What are Stonebridge financial partners, llc's specialties? +

Retirement planning,personal financial management,comprehensive financial planning,wealth advisors,and financial planning

What is Stonebridge financial partners, llc's industry? +

Stonebridge financial partners, llc operates in the Financial services industry.

What is Stonebridge financial partners, llc's revenue? +

Stonebridge financial partners, llc's revenue is 11m - 100m

What is Stonebridge financial partners, llc's company size? +

Stonebridge financial partners, llc has 11 - 50 employees.

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