Jonathan and Lonn build their business on the foundation of ethics and integrity. I've known them in the context of their services among business owners, and I have also seen their heart for philanthropy. I recently sat in on a presentation for corporate retirement plans--LEARNED A LOT. They're very responsive and thorough. Trustworthy.
July 2025
It’s been an absolute pleasure working with Lonn and Jonathan from Stonebridge. As financial advisors and wealth managers, they bring the perfect blend of knowledge, approachability, and genuine commitment to client success. Their thoughtful guidance and strategic insights have been invaluable, always tailored to what’s in the best interest of those they serve. Whether you're exploring financial planning, wealth management, or navigating complex decisions—Lonn and Jonathan are the kind of professionals you want in your corner. I can’t recommend them highly enough to my network.
November 2021
I have been involved with this group for many years. They have done a fine job with our portfolio. All of their employees are friendly, courteous, and professional. They explore every avenue to find you the best investments available.
Jonathan and Lonn build their business on the foundation of ethics and integrity. I've known them in the context of their services among business owners, and I have also seen their heart for philanthropy. I recently sat in on a presentation for corporate retirement plans--LEARNED A LOT. They're very responsive and thorough. Trustworthy.
It’s been an absolute pleasure working with Lonn and Jonathan from Stonebridge. As financial advisors and wealth managers, they bring the perfect blend of knowledge, approachability, and genuine commitment to client success. Their thoughtful guidance and strategic insights have been invaluable, always tailored to what’s in the best interest of those they serve.
Whether you're exploring financial planning, wealth management, or navigating complex decisions—Lonn and Jonathan are the kind of professionals you want in your corner. I can’t recommend them highly enough to my network.
I have been involved with this group for many years. They have done a fine job with our portfolio. All of their employees are friendly, courteous, and professional. They explore every avenue to find you the best investments available.