Testimonials

Non-compensated client testimonials; may not be representative of all client experiences; no guarantee of future performance or success.

“I have been a part of the Stonebridge Family since 2000. In 22 years, I’ve shared good and bad economic times with our trusted financial advisors. In an era when growth typically equates to a reduction in client contact, Brian and Jon figured out how to break the mold. Stonebridge’s growth provided countless positive changes, which serve to enhance the client relationship. I’m looking forward to working with Stonebridge for decades to come.”

“My wife and I retired four years ago with the help of Stonebridge. Todd Bogda has been extremely helpful and willing to answer all our questions, which are many. Speaking with friends in our age group, we encourage them to contact Stonebridge for a great experience.”

“I am VERY pleased with the service I have received from all the people at Stonebridge Financial Group. I came to them after a very bad experience at a previous advisor, and their experience and knowledge did a lot to restore my financial accounts and calm my fears. Brad has been available to answer EVERY question and given me solid advice on what needs to happen now. Everyone here is so very knowledgeable and pleasant in their dealings with me. I HIGHLY recommend them to anyone who needs to set their financial course on the right path!”

“Stonebridge Financial continuously provides outstanding results and excellent client services. They truly take the time to listen and understand our financial goals and develop an effective financial plan. It is a pleasure partnering with them.”

“The folks in the Harrisburg office heard our situation regarding cash flow and worked out an excellent solution using their knowledge of how IRAs function. We now are experiencing relief and are so thankful!”

“Very professional financial advisors. Would gladly recommend their services to anyone.”

“Best financial group I’ve been associated with over the past 50 years. Personalized management approach and community involvement are extraordinary. Over the past 15 years, Stonebridge has done an excellent job in managing my three retirement funds.”

“Very honest and offer good, balanced advice. All the folks are friendly and concerned and helpful.”

“It’s like family and friends with them. I feel very comfortable and have a high trust level with Brian. They care. Also, a fun summer party!!”

“We have been with Stonebridge for years. We have primarily dealt with Jeff and Brad. Both of these men have served us well through good and bad economic times. Stonebridge is the only firm we use, and we’re comfortable with the fact that they will put our money in a place that will earn good returns.”

“Expertise, care, knowledge, communication and trust are the words that immediately come to mind when I reflect on why Stonebridge Financial is our investment manager. We are very happy with the excellent service provided!”

“There are no weak links on the Stonebridge team. You get professional service at a fair price, and everyone in the organization is geared to give their all for their clients.”

“I have worked with Jon and Brian and their team for many years. I have found them to be honest and working in the best interest of their clients. They have provided excellent account management and advice over the years, and I would highly recommend them as a financial advisor.”

“I’ve been a client of Stonebridge for many years and have been absolutely thrilled with the performance of my portfolio almost since the beginning. In fact, I’ve encouraged many of my friends and family to become clients.”

“Trusted advisors. They listen, assess goals, needs and risk factors, offer prudent yet creative advice, monitor results and provide timely face-to-face feedback. Top-rate.”

“The entire team has been great to work with through the years at my employers place of employment. Then over the last year we have dealt with Jeremy Rivers more extensively on preparing me for my upcoming retirement. He went above and beyond and his advice with all our financial affairs has been valuable. He has helped my husband in overseeing his IRA and has been so helpful in his financial advice to him, as, he is still working for several more years. I would highly recommend Stonebridge Financial Group to anyone.”

“Working with this team is like working with family. They are quick to respond and even go above and beyond the typical financial investment discussions with access to home mortgage lenders, life insurance quotes, Medicare expertise, etc.”

By clicking this link you are leaving our website and entering into a website owned and controlled by an unaffiliated third party. Stonebridge Financial Group does not monitor, endorse or accept responsibility for the content of the third party's website. These links are being provided strictly as a courtesy.

Because the content of websites changes frequently, Stonebridge Financial Group makes no representation as to the completeness or accuracy of information provided. Stonebridge Financial Group is not responsible for any technical or system issues, or any consequences arising out of your access to, or your use of, third-party technologies, sites, information or programs made available through another site.

Continue