Stonebridge Wealth Systems, LLC

Kearney, Nebraska

Call (308) 698-0144 Visit website →

About

Stonebridge Wealth Systems, LLC is an SEC-registered investment advisor in Kearney, Nebraska offering investment management, retirement planning, and estate planning services. The firm was founded by former corporate advisors and employs a process called the Retirement Compass to develop personalized financial plans with attention to tax efficiency. Investment advisory services are provided through Stonebridge Wealth Systems, LLC, while insurance products are offered separately through individually licensed agents. The firm participates in training programs with Ed Slott and Company and the Dave Ramsey SmartVestor network.

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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