Lisa Wolfe

Administrative Assistant at Stonebridge Financial Group - Lemoyne, PA, US

Lisa Wolfe's Colleagues at Stonebridge Financial Group
Jeff Kline

Director - Corporate Retirement Plan Services

Contact Jeff Kline

Lacy Whalen

Retirement Plan Coordinator

Contact Lacy Whalen

Connie Davis

Client Relations Manager

Contact Connie Davis

Daniel Preziosi

Retirement Plan Coordinator

Contact Daniel Preziosi

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Lisa Wolfe's Contact Details
HQ
N/A
Location
Lemoyne Pennsylvania
Company
Stonebridge Financial Group
Lisa Wolfe's Company Details
Stonebridge Financial Group logo, Stonebridge Financial Group contact details

Stonebridge Financial Group

Lemoyne, PA, US • 20 - 49 Employees
Financial Services

The experienced team at Stonebridge Financial Group has been working together since 2002 but draws its origins from the early 1970s. Our close-knit staff brings the human factor back to investing through creating personal, ongoing relationships with each of our clients, ensuring a personalized investment experience. For us, relationship management is just as important as wealth management.Our specialties range from established corporate clients to families, business owners and institutions. Clients can trust in the consistency that we offer with our team and wealth management strategies. Your financial future is our focus, and through innovative investment consultation we help to realize and secure financial goals spanning multiple generations. The Stonebridge team has experienced remarkable growth since the early 2000s and our 2013 entry into the independent advisory community. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. Advisory services offered through Triad Hybrid Solutions, LLC, a registered investment advisor. Stonebridge Financial Group, LLC and Triad Advisors, LLC are not affiliated.

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Frequently Asked Questions about Lisa Wolfe
Lisa Wolfe currently works for Stonebridge Financial Group.
Lisa Wolfe's role at Stonebridge Financial Group is Administrative Assistant.
Lisa Wolfe's email address is ***@stonebridgefg.com. To view Lisa Wolfe's full email address, please signup to ConnectPlex.
Lisa Wolfe works in the Financial Services industry.
Lisa Wolfe's colleagues at Stonebridge Financial Group are Bradley Sanders, Jeff Kline, Lacy Whalen, Jeremy Rivers, Connie Davis, Daniel Preziosi, Brian Tribbitt and others.
Lisa Wolfe's phone number is N/A
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