SEVENBRIDGE Adds Experienced Advisor to Dynamic Team

HARRISBURG, PA, June 3, 2019 – SEVENBRIDGE Financial Group, a boutique wealth management firm based in Harrisburg, PA, announced today that Christopher A. Cassel, CPA has been added to the team. This addition will enhance SEVENBRIDGE’s…

Whitepaper: View on Opportunity Zone Fund Investments

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CPA Added To SEVENBRIDGE Team

SEVENBRIDGE Financial Group is pleased to announce the recent hiring of Clinton G. Smith III, CPA to support the firm’s continued growth. Clint applies his background in pubic accounting as the Senior Relationship Manager to personally…

Retirement Plans for Companies and its Employees

When you company starts to grow … there are options. Read the full story on INC.com to hear how the Raudenbushes saved more for their company and their employees. Read the full story here. → (Clicking link will open to INC.com).

In the season of giving, consider donor-advised funds

At SevenBridge Financial Group, an independent financial advisory firm based in Harrisburg, we work with a number of high-net-worth clients in the community – both corporate clients and entrepreneurs. We also work with a number of privately…

Voices: Helping Clients with Natural-Gas Reserves on Their Property

The likelihood of actual drilling and the royalty rate offered are two factors to consider in weighing a leasing offer from an energy company PUBLISHED IN THE WALL STREET JOURNAL, MARCH 25, 2016 Lawrence J. DeFluri is managing partner of SevenBridge…

Leading Harrisburg, PA Team SevenBridge Financial Group Hosts an Investment Banking Luncheon For Attorneys and CPAs

NEW YORK, NY, January 26, 2016 –SevenBridge Financial Group, the independent advisory firm based in Harrisburg, PA, is hosting an Investment Banking Luncheon on Thursday, January 28th for local lawyers and CPAs. PRESS RELEASE Managing…

Financial advisory firm opens on Front Street

SevenBridge Financial Group has opened in Susquehanna Twp. Pictured from left to right are Charles Eberly Jr., managing partner; Cheryl Depner, director of client sevices; Patricia Jakeway, director of client resources and Lawrence DeFluri,…

Wirehouse Vet Starts RIA to Seize Business Opportunities

By Murray Coleman PUBLISHED IN THE FINANCIAL ADVISOR IQ, SEPTEMBER 3, 2015 After working for 16 years at Wells Fargo Advisors, planner Chuck Eberly left on Aug. 27 to help start SevenBridge Financial Group. Joining him at the Harrisburg,…