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Todd B

Series 63, Series 66

Lancaster, PA

Stonebridge Financial Group, LLC

Todd Bogda is a financial advisor at Stonebridge Financial Group, LLC in Lancaster, PA, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Triad Advisors. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm emphasizes tailored investment advice using various strategies and offers portfolio management, retirement-plan consulting, and other services.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Parker M

Series 66

Lancaster, PA

Stonebridge Financial Group, LLC

Parker Marsh is a financial advisor with Stonebridge Financial Group, LLC in Lancaster, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill, J.W. Cole Advisors, and Triad Advisors. Marsh serves as a board member and finance committee participant for Lancaster County Field of Hope, a nonprofit supporting families facing severe or terminal illness. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm offers portfolio management, retirement-plan consulting, and tailored investment strategies implemented primarily through Charles Schwab custody accounts.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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