CLAUDIA comes to us with a strong professional background in client-facing relationship management.
In her role as Director of Business Development , Claudia will do the same as she has so successfully accomplished in her real estate career – develop, coordinate and manage our client relationships.
Claudia’s 15 years’ experience in the client driven real estate industry, along with her world-wide client base, makes her the perfect choice for developing client relationships by assisting them with their LIFE INSURANCE needs.
CLAUDIA continues her advancement in both insurance and real estate fields by continuing on with higher education. She has recently obtained her real estate brokers license and continues her real estate relationship with Douglas Elliman here in Palm Beach.
We here at Stonebridge Financial are excited to have Claudia on board!
Richard Scalesse, Principal, has been serving clients in the Life Insurance Industry for the past 43 years. He founded the Stonebridge Financial Group (SBFG) after retiring from the Hartford Life Insurance Company in 2006.
While at the Hartford, Richard was a Senior Account Executive and then rose through the ranks to become District Manager for the South Florida region. Over the years, he received numerous awards and accolades for his dedication, drive and years of service, attending meetings with and providing counsel to the Senior Leadership Group at the carrier. Richard was a recipient of the Ring of Excellence award, which recognized his achievements over the years, in serving The Hartford and its clients. He was also a member of the Red Jacket club, President’s Club, and Chairman’s Club.
The SBFG is an Independent Life Insurance Agency. As an independent insurance agency our duty is to our clients not the insurance companies. As your life insurance agent, it is our responsibility to provide you the best service and best coverage at the best possible price.
Throughout Richard’s 43 year career in the Life Insurance Industry, he has created a strong network of contacts. It is these contacts that help him bring the best price policies and the most current and innovative concepts to his clients.
SBFG and Richard are able to recognize the unique situations and objectives of each individual client, and bring to bear the most attractive solutions. We recognize that the best solutions are not always readily evident and work with other specialists on a national basis to develop unique solutions; solutions which are generally not considered by traditional agents or advisors who sell life insurance, but are not fully engaged in the life insurance business.
Treating our clients with integrity and respect, while educating them of their options in clear language, has been the one of the most important reasons the SBFG has remained a leader in this industry.
The financial professionals of Stonebridge Financial Group don’t sell you life insurance – we help you find the most attractive ways to purchase it.