Stonebridge Wealth Systems

Investment Management • 108 1st Avenue Pl, Kearney, United States • 1-10 Employees

Company overview

Headquarters	108 1st Avenue Pl, Kearney, Nebraska 68847, US
Phone number	+15312150497
Website	stonebridgeiwm.com
NAICS	5231
Keywords	Financial Advising, Tax Planning, Investment Planning, Wealth Management, Income Planning, Retirement Planning, Healthcare Planning, Estate & Legacy Planning
Founded	2023
Employees	1-10

Key Contact at Stonebridge Wealth Systems

Courtney Criffield

Director Of Marketing

Stonebridge Wealth Systems Email Formats

Stonebridge Wealth Systems uses 2 email formats. The most common is {first initial} (e.g., j@stonebridgeiwm.com), used 70% of the time.

Format	Example	Percentage
{first initial}	j@stonebridgeiwm.com	70%
{first name}	john@stonebridgeiwm.com	30%

About Stonebridge Wealth Systems

At Stonebridge Wealth Systems, LLC, our mission is to deliver independent, personalized, financial guidance that values relationships above all else. Free from corporate agendas, we focus on bridging the gap between pivotal, often complex, life decisions and strategic financial planning. Our commitment is to empower you to pursue your dreams with confidence and achieve a fulfilling retirement. By offering comprehensive, tailored advice, we aim to simplify the financial journey and help you create the life you envision. We offer Income Planning, Investment Planning, Tax Planning, Healthcare Planning, and Legacy Planning, unique to your circumstances. Advisory services offered through Stonebridge Wealth Systems, an Investment Adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or ability. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment. Past performance is no indication of future results. Insurance products and services are offered through Stonebridge Insurance, an affiliated company. Securities offered through World Equity Group Inc. Member FINRA/SIPC. Stonebridge Wealth Systems, LLC. and World Equity Group Inc. are separate entities, independently operated.

Stonebridge Wealth Systems revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Senior

Employees by Department

Stonebridge Wealth Systems has 6 employees across 2 departments.

Departments

Number of employees

Funding Data

Stonebridge Wealth Systems has never raised funding before.

Frequently asked questions

Stonebridge Wealth Systems is located in 108 1st Avenue Pl, Kearney, US.

You can reach Stonebridge Wealth Systems at +15312150497.

Stonebridge Wealth Systems was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Stonebridge Wealth Systems has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Stonebridge Wealth Systems

Courtney Criffield

Director Of Marketing

4.8

40,000 users