Stonebridge Financial Solutions

Stonebridge Financial Solutions
5 star(s) from 7 Fan BragsĀ®

Does your financial planner KNOW you?

Most clients come to us having no idea what investment philosophy is driving their current investment program or the program's associated risk. It is our goal to change that!

We believe in throughly evaluating our clients current situation, know how they think and educating them not only on asset allocation, diversification principals and risk, but also on how combining/integrating various investment philosophies can be extremely beneficial in developing a solid investment strategy.

We do more than just grow your wealth. 

We help you protect it, to give you and your family peace of mind.

Our Method

We ask our clients a lot of questions and we listen much more than we talk.

We also read numerous financial publications and websites to keep current with the latest economic and financial news and trends, so that we can help you profit from opportunities and avoid as many risks as possible. We help our clients understand that there are various investment philosophies, each having different associated benefits and risks

To build your custom plan for retirement, call 720-895-822 today!!!

Contact Information

  • 9896 Rosemont Ave.
    Suite 101
    Lone Tree, Colorado 80124
    United States
  • Phone: 720.895.8200
  • Send Message vCard
  • Hours

    Monday 8:00 am - 5:00 pm
    Tuesday 8:00 am - 5:00 pm
    Wednesday 8:00 am - 5:00 pm
    Thursday 8:00 am - 5:00 pm
    Friday 8:00 am - 5:00 pm

Contact Name

Contact First Name: Andy

Contact Last Name: Markusfeld

Offers

Special Offers: **Free Wealth Consultation**

If you want to see how you are doing in reaching your retirement goals, meet with Andy for a FREE Wealth Consultation.

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Fan Brags®

Andrew
 Ethical, Client-Focused Investing, 03-14-2017 09:30PM

By: Andrew

Because of their solid commitment to ethical investment strategies, Stonebridge Financial Solutions strives to bring a client-interest-first approach to every financial program they put in place.

Matt
 Retire with peace of mind, 03-05-2017 01:39PM

By: Matt

Stonebridge Financial Solutions is a wealth management company that's doing things right. Their main concern isn't making commissions and money for themselves. It's about helping their clients to achieve the goal we all plan on...retiring with a dependable nest egg for our twilight years. With a focus on helping their customers more than themselves, this is a great find in the financial services world...give them a call today to get that peace of mind we all want.

JP
 they get to know you the customer, 01-29-2017 04:05PM

By: JP

They take the time to get to know you and make a unique plan for you