68
Growth Score
pts
Heat Score
2 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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751327
Stonebridge Financial Group delivers individualized financial planning, wealth management, corporate retirement plan benefits & more.
- Brian McCarver, CFP®, CIMA®: Director
- Jonathan Freeman, CFP®, CFA, CIMA®: Director
About the Company
With a leadership team that has worked together since 2002, Stonebridge Financial Group directs more than a billion dollars in investment assets for families, institutions and corporations of all sizes across Central Pennsylvania. The firm delivers individualized approaches in financial planning, wealth management, corporate retirement plan
benefits and investment fiduciary services aimed to grow and protect clients’ portfolios. Stonebridge focuses on building personal, ongoing relationships with each client.
