Stonebridge Director – Personal Wealth Management Brad Sanders, CFP®, CRPC®, sat down with host Denise Grove, the Chamber’s Executive Director, to discuss the origins of our firm, the differences between the services we provide for individuals and businesses, and what questions people should ask themselves about their retirement plans. He encouraged people to be proactive to get ready for the future.
Brad also spoke about the unique culture at Stonebridge. “It’s one of appreciation,” he said. “From the top down, the directors really value both our client relationships and our employees as well. We do some things that are unique in the industry. We work as a team, so both our clients and our team members benefit from lots of experience in a collaborative environment.”
Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. Advisory services offered through Triad Hybrid Solutions, LLC, a registered investment advisor. Stonebridge Financial Group, LLC and Triad Advisors, LLC are not affiliated.