Stonebridge Financial Group, LLC
Gary Collins
Managing Partner | Founder
704-243-5420
Rose Morris
Client Service Manager
704-243-5420
Working with Stonebridge
One of the most important factors in meeting your investment goals is the long-term relationship you have with your Financial Advisor. With Stonebridge Financial Group, we consider ourselves your family office. We don't just look at the here and now, but look towards your family's future.
We ask the questions that will lead you in determining your specific financial needs based on your lifestyle, family, and goals. Through generational planning, we get to know you and your children and their children to ensure our services are customized for each generation's needs.