About Us

  • Lindsay N. Sims Executive Assistant 400 W. Wilson Bridge Rd, Suite 305
    Email Me
    Worthington, OH
  • Phone
    (614) 427-1429
  • Jeremy Hoepf Financial Professional 400 W. Wilson Bridge Rd, Suite 305
    Email Me
    Worthington, OH
  • Phone
    (614) 427-1486
  • Tracy Drew Financial Professional 400 W. Wilson Bridge Rd, Suite 305
    Email Me
    Worthington, OH
  • Phone
    (937) 572-1438

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Stonebridge Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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$691 Million in Assets Under Management

12 Professional Designations

Over 100 years combined Experience

 
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