Stonebridge Financial Group

Stonebridge Financial Group, located at 100 Smith Ranch Road in San Rafael, California, is a finance institution founded by three independent financial professionals with unique skills and insights. Specializing in Private and Corporate Investment Fiduciaries, financial planning, and insurance services, Stonebridge offers a comprehensive range of wealth management services tailored to meet the specific financial needs of its clients.

From Retirement Plan Consulting to Business Succession Planning, Stonebridge helps clients achieve their financial goals with personalized financial plans designed to make their dreams a reality. The team is committed to providing strategic financial services, from initial design and implementation to ongoing client support, ensuring an exceptional level of service.

Stonebridge Financial Group partners with Equitable Advisors, LLC to offer securities and investment advisory products, while also providing annuity and insurance products through Equitable Network, LLC. The institution does not provide tax or legal advice, but encourages clients to consult with their own advisors. Clients can find more information about Equitable Advisors, LLC on their website.

For clients in New York State facing hardship related to Covid-19, Stonebridge Financial Group is committed to complying with the New York State Executive Order, which includes an extension of grace periods, waiver of fees, and extension of other contractual deadlines. With a focus on responsible long-term planning and proactive fiduciary practices, Stonebridge Financial Group is dedicated to helping clients navigate the complexities of financial management and achieve their financial objectives.