Frequently Asked Questions about Stonebridge Financial

What kind of clients work best with our firm?

If you're someone who's worked hard at your career or business, and built up a portfolio that you'd like a financial professional to manage for you - let's talk. We pride ourselves on being competent professionals, yet down-to-earth people. We'll explain potential investments and strategies in easy-to-understand, everyday English, and make sure you understand all your available options. Then we'll provide our best recommendations for your present scenario and future financial goals.

If you'd like to talk about how we can help you, click here to schedule your no-cost financial consultation.

Do I need a minimum amount to become a client?

We don't have a set amount that we require for our clients.  Typically, our clients have $100,000 or more of investable assets.  However, the real question boils down to..."Are we a good fit?"  We have wonderful clients and an extremely high client retention rate because we make sure there is good fit from the very start of our relationship with a client.  

Does Stonebridge only offer investments, or other financially-related products?

While our main focus is on how we can grow your wealth, ultimately it isn't about how much money you make... but about how much you keep.  Therefore, we do offer life, disability and long term care insurance programs for our clients' benfit.  Excessive income taxes, frivolous lawsuits, long term care expenses, and estate taxes all can take big bites of your hard-earned wealth - if you aren't adequately protected. If they're best for your financial scenario, the right insurance products are unique tools that can guard the integrity of your plan.