A complete list of active advisors currently associated with Stonebridge Financial Solutions, Inc

Warmer can help you find a great advisor at Stonebridge Financial Solutions, Inc or one who fits your needs even better.

Stonebridge Financial Solutions provides ongoing portfolio management, financial planning, and advice on selecting third‑party money managers to individual and high‑net‑worth clients as well as retirement‑plan sponsors. The firm implements written Investment Policy Statements for each client and offers hourly financial planning and discretionary asset management. Stonebridge applies a mix of fundamental, technical/charting, and cyclical analysis and pursues both long‑term and short‑term trading, with the firm indicating it may use options and short sales as appropriate. Client accounts are reviewed regularly and managed under written discretionary authority, with custodial statements provided to clients on a quarterly basis. Distinctive features disclosed in the brochure include that the firm’s principals are licensed insurance agents who may recommend commissionable insurance products (including annuities), a practice noted as a potential conflict of interest. The firm also directs some clients to a named third‑party manager (CreativeOne Wealth, LLC) under a fee‑sharing arrangement and receives research or services from custodians (soft‑dollar benefits), all of which are disclosed to clients.

To learn more about the advisors currently working at Stonebridge Financial Solutions, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.