West Shore Financial Services Company Expands in Lancaster County
A Wormleysburg-based financial services company is expanding into Lancaster County.
Stonebridge Financial Group will open an office at 26A East Roseville Road in the Township of Manheim on Tuesday (today). The company will hold a ribbon-cutting ceremony at 3 p.m. with the Lancaster Chamber of Commerce.
Stonebridge offers personal wealth management and pension services. The company says it creates personalized strategies designed to work with tax and estate goals in mind.
The company said the new office will allow Stonebridge to better serve the needs of business clients, families, individuals, business owners and institutions in Lancaster County and surrounding areas.
The three financial advisers in the new office live in the Lancaster area.
“The employees in our new office live in the Lancaster area and understand the concerns of our neighbors and friends nearby,” Jeffrey Kline, senior advisor for Stonebridge Financial Group said in a press release. Kline will join the Manheim canton office.
Jonathan Freeman and Brian McCarver founded the company in 2002. As of March 31, Stonebridge said it had $ 1.14 billion in assets under management.