StoneBridge Advisors, Inc.

Financial Services - Ellicott City, MD, US

StoneBridge Advisors, Inc. Details

StoneBridge Advisors, Inc., with a primary location in Ellicott City, Maryland, is a financial services firm with extensive experience in handling the complex financial needs of clients. The firm provides clients with retirement, estate and business succession planning, estate tax reduction strategies, as well as investment and insurance management. An individualized plan is developed for each client that that will best suit his or her unique financial circumstances. Founded by Mike Ward in 2005, his 35 years of experience brings a high level of expertise, ensuring clients receive the best and most sound financial guidance. Mike's expertise is complemented by his partner Sarah Cicero and a team of dedicated associates and employees. Registered associates of StoneBridge Advisors, Inc. are registered representatives of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. StoneBridge Advisors, Inc. is not an affiliate of Lincoln Financial Advisors. CRN-2643184-071519

StoneBridge Advisors, Inc. logo, StoneBridge Advisors, Inc. contact details
Employees: 20 - 49
HQ: N/A
Location: Ellicott City, MD, US
Revenue: 2.5 - 5 Million
Comprehensive Financial Planning Retirement Planning Education Funding Estate Planning Employee Benefit Services Life Insurance Business Owner Planning Investment Strategies Disability Income Insurance Long Term Care Insurance
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