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Stonebridge Advisors, LLC is a select group of financial professionals with experience in the industry since 1989. Our depth of knowledge allows us to thoroughly understand the intricacies of your financial situation, no matter how simple or complex. We have expertise in both individual and business planning; from individual retirement planning and risk management to business succession planning and group benefits, our team will work to create custom strategies to help you achieve your goals. At Stonebridge Advisors, we want to help you live a life of value, focused on what is most important to you. As your financial professionals, we help make certain that your individual needs and personal objectives are carefully considered as we help you develop an action-oriented plan to pursue your goals. We believe that, when done properly, financial planning is an important element to help ensure the quality of your life. There may be no better way to help you attain long-term success and make the most of your life. You owe it to yourself...and those you care about.
Andrew R. Bennett abennett@stonebridgeadvisor.com James J. Bertucci, CFP® jbertucci@stonebridgeadvisor.com Annette Findling, CFP® afindling@stonebridgeadvisor.com Anthony Mariani amariani@stonebridgeadvisor.com Leslie North lnorth@stonebridgeadvisor.com CFP® CERTIFIED FINANCIAL PLANNER™ CFP(with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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