Sarah
White
Stonebridge Financial Group, LLC
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About this Advisor
Sarah White is a financial advisor based in Lemoyne, Pennsylvania, working with Stonebridge Financial Group, LLC. Sarah has previously held positions as Major Gifts Officer at Franklin And Marshall College, Director Of Major Gifts at Lebanon Valley College, and roles at Prospera Financial Services Inc, Triad Advisors, Triad Hybrid Solutions, Stonebridge Financial Group, LLC, and Private Client Services. Sarah has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Sarah is part of Stonebridge Financial Group, LLC, which operates out of Lemoyne, Pennsylvania. The firm has 2 offices and 26 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Stonebridge Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stonebridge Financial Group, LLC Brokerage Details
$1,581,641,049
26
3,697
$427,817
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Sarah White Work History
Stonebridge Financial Group, LLC
Private Client Services
Triad Advisors
Triad Hybrid Solutions
Prospera Financial Services Inc
Director Of Major Gifts, Lebanon Valley College
Major Gifts Officer, Franklin And Marshall College
Disclosures
Please visit the SEC profile of Sarah White to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stonebridge Financial Group, LLC
Lancaster, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
