Stonebridge Financial Group

Stonebridge Financial Group Working with Clients to Build a Solid Financial Foundation We invite you to experience the Stonebridge difference yourself.

We combine professionalism with personality to give our clients a one-of-a-kind experience across personal wealth management and corporate retirement plan services. We spend a lot of time with the clients we work with because we understand the importance of caring for the wealth they have accumulated. Acting as a trusted advisor, our individualized strategies are designed to work with tax and esta

te goals in mind so that our clients money can last their lifetimes and for generations to come. When calling our office you will speak directly to a team member who is dedicated to taking care of you. We understand that every person has a different relationship with their finances, and we take an individualized human approach to develop strategies that accomplish your goals while being sensitive to your individual feelings about money. Working closely with your other trusted advisors such as CPAs and attorneys, we act as a quarterback to coordinate your financial plan. Whether you're in the Harrisburg area, Lancaster region, or beyond, wealth management goes way beyond investing prudently. Advisory products and services offered by Investment Advisory Representatives through Stonebridge Financial Group, an SEC-Registered Investment Advisor. HR & Payroll services are provided by Stonebridge HR Solutions dba Stonebridge Payroll Solutions. Stonebridge Financial Group may transact business in states where it is registered, exempt or excluded from registration. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Private Client Services and Stonebridge Financial Group are unaffiliated entities. Stonebridge HR Solutions is a subsidiary of Stonebridge Financial Group.

09/02/2026

As a Corporate Retirement Plan Advisor at Stonebridge Financial Group, CJ is passionate about making financial planning feel approachable. His philosophy is simple: there are no stupid questions, and everyone deserves to understand their finances with confidence.

One of the biggest habits he encourages? Save early and save often. As Einstein famously said, compound interest is the "eighth wonder of the world," and CJ believes it's one of the most powerful tools for building long-term financial security.

What drew CJ to Stonebridge was the team's collaborative, family-first culture. In an industry that's evolving quickly, he's excited to help the next generation build confidence in their financial future while making planning more accessible than ever.

Get to know CJ in our latest team spotlight!

Since joining our team last August, Caitlin Bendigo has brought her experience in client relations, account management a...
08/28/2026

Since joining our team last August, Caitlin Bendigo has brought her experience in client relations, account management and administrative support to her role as Client Service Associate. Her dedication to providing thoughtful, dependable service makes her a valued resource for both our clients and our team.

Caitlin also serves as Operations Manager of MPC Insurance Group.

Outside of the office, Caitlin stays busy coaching soccer, spending time with friends and family, and heading out on adventures with her dog, Harley.

Please join us in congratulating Caitlin on her first year with SFG. We’re grateful to have her on our team and look forward to many more!

Meet the four-legged members of the Stonebridge family!In honor of National Dog Day, we're putting the spotlight on some...
08/26/2026

Meet the four-legged members of the Stonebridge family!

In honor of National Dog Day, we're putting the spotlight on some of the most important members of our team...the ones who provide unconditional support, keep our work-from-home days interesting and are always happy to see us.

We are heading to SHRM Florida 48th Annual Conference & Expo at the Ga***rd Palms Resort & Convention Center in Kissimme...
08/25/2026

We are heading to SHRM Florida 48th Annual Conference & Expo at the Ga***rd Palms Resort & Convention Center in Kissimmee, FL!

CJ LaPorta and Isabel Gleason will be representing our team at this year’s conference, connecting with HR professionals and organizations from across Florida.

Attending the conference? Stop by Booth 808 to meet CJ and Isabel and learn more about how Stonebridge works with businesses and their employees. We look forward to seeing you there!

08/21/2026

We're proud to share that Stonebridge Financial Group has been named to the Central Penn Business Journal's 2026 Fastest Growing Companies list.

This recognition celebrates organizations demonstrating exceptional growth over the past three years, with rankings determined by both revenue growth in dollars and percentage. We'll find out where we rank at the awards celebration on September 15!

Thank you to our incredible clients, dedicated team, and trusted partners for being part of this exciting milestone. We're just getting started!

Could Medicare be a win for your business?Join us for a virtual conversation with Medicare specialists from Insurance G...
08/19/2026

Could Medicare be a win for your business?

Join us for a virtual conversation with Medicare specialists from Insurance Group to learn how they may be able to transition your employees off your employer-group coverage and onto Medicare, potentially resulting in cost savings for your business.

September 9, 2026 | 11:00 AM–12:00 PM EST

Register today to learn more: https://register.gotowebinar.com/register/7019994072590128982

On National Nonprofit Day, we're proud to recognize the organizations making a lasting impact in our communities.This ye...
08/17/2026

On National Nonprofit Day, we're proud to recognize the organizations making a lasting impact in our communities.

This year, our Annual Veterans Charities Clay Shoot raised more than $49,000 to support the incredible work of Veterans Outreach of Pennsylvania and the veterans they serve.

Thank you to everyone who participated, volunteered, sponsored, and donated to make this year's event such a success. It's an honor to support those who have served our country and the organizations dedicated to serving them every day!

08/14/2026

Financial awareness isn't about knowing everything, it's about taking the next right step. To celebrate National Financial Awareness Day, we asked a few of our advisors to share the biggest piece of financial advice they'd give someone.

We hope one of these tips inspires you to take the next step toward your own financial goals!

08/04/2026

Rapid-fire round with Brad Sanders!

From the hard hitting questions like baseball or golf to his go-to karaoke song (yes, he gave us a live performance), Brad answered our questions without missing a beat...no pun intended!

07/30/2026

In honor of National Intern Day, we’re recognizing our summer intern, Addison Sweat! Addison is a Finance major at Messiah University with a concentration in Financial Planning, graduating in May 2027. He joined Stonebridge this summer to gain hands-on experience in the industry and has had the opportunity to learn more about investments, hedge funds, mutual funds, and the financial planning process.

His summer project has focused on researching a single stock, which he’ll present to the Stonebridge Investment Committee at the end of his internship. After college, Addison hopes to continue his career in financial planning and pursue his CFP certification.

Happy National Intern Day, Addison! We’ve loved having you as part of the Stonebridge team this summer and can’t wait to see what’s ahead.

Address

602 N Front Street
Wormleysburg, PA
17043

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Stonebridge Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category