Wealthbox, the highest-rated CRM software for financial advisors, today issued a press release announcing a new enterprise CRM agreement with Stonebridge Financial Group, an SEC-registered investment advisory practice focusing on personalized wealth management, corporate retirement plan services, financial planning, and investment advisory services. With offices in Harrisburg and Lancaster, Pennsylvania, Stonebridge is dedicated to helping clients achieve their financial goals through tailored advice and exceptional client service.

The enterprise agreement makes Wealthbox available to 30 financial professionals and staff at Stonebridge, enabling them to use Wealthbox’s intuitive interface and collaborative features to enhance client relationship management and streamline operations.

Stonebridge Financial Group, known for its client-centric approach to financial planning, chose Wealthbox for its ease of use, advanced workflow capabilities, and comprehensive integration with other key financial technology platforms. Implementing Wealthbox will support Stonebridge’s commitment to delivering personalized financial advice and fostering stronger client relationships.

Cody Gehman, Director of Operations at Stonebridge Financial Group

“Wealthbox’s user-friendly design, seamless integration with our existing tech stack, and scalability to accommodate our growing practice were significant factors in our decision,” said Cody Gehman, Director of Operations at Stonebridge Financial Group. “Wealthbox is already enhancing our team’s productivity, efficiency, and overall client service.”

Jomin Bishop, VP of Enterprise Sales at Wealthbox

“We are excited to partner with Stonebridge Financial Group to provide a seamless CRM experience that meets their enterprise needs,” said Jomin Bishop, VP of Enterprise Sales at Wealthbox. “With Wealthbox, Stonebridge advisors will have a powerful CRM to optimize client interactions, manage workflows efficiently, and drive business growth.”