CONNECT

Address:

602 North Front Street
Wormleysburg, PA 17043

Phone:

717-736-7007

Fax/Other:

717-761-6127

Services for Business and Executives

Through Wells Fargo Advisors Financial Network, Stonebridge Financial Group offers a range of services geared to the needs of small- to mid-sized businesses and Senior Executives.  We work collaboratively with you and your other profession advisors to find the best solution for your organization, including:

Corporate Services

  • Qualified Plan Analysis and Consulting
    • Defined Contribution or 401(k) Plans
    • Profit-Sharing Plans
    • Defined Benefit Pension or Cash Balance Plan
  • Non-Qualified Plan Analysis and Consulting
    • Investment Policy
      • Review and Development
      • Investment Manager Selection & Ongoing Monitoring
  • Qualified and Non-Qualified Plan Recordkeeping Searches
  • Access to Lending Services through Wells Fargo affiliates
  • ESOP Transactions

Executive Services

  • Rule 144 Stock Strategies
  • Executive Wealth Management Strategies
  • Exchange Funds
  • Deferred Compensation
  • Stock Option Strategies and Financing
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals