Stonebridge Wealth Systems, LLC

Grand Island, Nebraska

Call (308) 698-0144 Visit website →

About

Stonebridge Wealth Systems, LLC is an SEC-registered investment advisor in Grand Island, Nebraska offering financial planning, investment management, and retirement planning services, with particular focus on estate planning and retirement strategy. The firm uses a process called the Retirement Compass to guide clients through financial planning with attention to tax efficiency. Founded by principals who transitioned from larger corporations, the firm provides personalized financial plans and holistic advisory services. Insurance products are offered through separately licensed agents rather than directly through the firm.

Specialties

Estate Planning Retirement Planning

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-5:30PM, Tuesday: 8:30AM-5:30PM, Wednesday: 8:30AM-5:30PM, Thursday: 8:30AM-5:30PM, Friday: 8:30AM-5PM, Saturday: Closed
SEC registered
No

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