Stonebridge Wealth Systems, LLC

Stonebridge Wealth Systems, LLC Call us for a complimentary strategy session. At Stonebridge Wealth Systems, we’re committed to doing the right thing, every time.

Stonebridge Wealth Systems, LLC is an independent financial services firm, offering Income Planning, Investment Planning, Tax Planning, Healthcare Planning, and Legacy Planning. Our team knows it isn’t just about developing a retirement portfolio that works right now. We want to develop a plan that can be maintained throughout your retirement. Founded in 2012, our advisors are focused on helping c

lients work towards their retirement dreams through a detailed strategy for retirement income. We are able to offer our clients a variety of investment options tailored to fit their individual needs. Our financial strategies and asset management services use insurance products, such as annuities, to help you pursue financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy. In addition to wealth management services, we also provide an array of insurance services through Stonebridge Insurance. The independent agency specializes in auto, home, renters and business insurance. Follow on Facebook for more information and the latest updates.

07/17/2026

In most cases, you only get one chance to make the right Social Security decision. A little planning today could make a big different in your retirement income for years to come.

Watch the full video here:
https://youtu.be/qlJYhi5KxTs

07/15/2026

A simple planning strategy today could help reduce taxes later.

Give us a call today to find out more about your specific tax situation:
888-260-0926

Watch the full TV episode here: https://youtu.be/5UEgXGjjrBc

07/15/2026

The best tax strategies don't help if you never use them.

Take action. Give us a call today:
888-260-0926

Want to watch more than this short clip? Visit our YouTube channel to check out the full episode: https://youtu.be/LxLjFrJ25AI

07/10/2026

Successful investing isn't about making guesses, it's about understanding the fundamentals that drive long-term performance.

Watch full TV episode here: https://youtu.be/tZtOdCl7KGs

07/09/2026

Trump Accounts are officially here, bringing a new retirement savings opportunity for eligible families. But understanding the rules is just as important as understanding the benefits.

CLICK THE LINK in the comments to download your free guide today.

If you have questions, our advisors are here to help you navigate your options and make informed decisions with confidence.

07/08/2026

7 Mistakes That Could Affect Your Retirement.
Learn more in comments.

07/07/2026

If you've been putting off creating or reviewing your estate plan, this is a conversation worth having with one of our financial advisors.

Call us today to schedule your free consultation: 📞888-260-0926

Watch the full video here: https://youtu.be/bwJhhkYVLnE

07/07/2026

We’re hiring! Stonebridge Wealth Systems is now accepting applications for a First Impressions Representative in our Grand Island office. This is more than a front desk role—it’s a key professional position that helps shape the client experience and supports the daily operations of our team.

We’re looking for someone who is career-driven, highly organized, and takes pride in delivering a polished, professional presence. This role plays a critical part in calendar management, appointment scheduling, and maintaining smooth office operations, requiring strong attention to detail and the ability to anticipate needs.

At Stonebridge, culture matters. We value professionalism, teamwork, and long-term growth—this is an opportunity for someone who wants to build a career, not just find a job.

📍 Grand Island, NE
💼 Full-time opportunity

Learn more and apply here:
https://www.linkedin.com/jobs/view/4436223774/

Know someone who would be a great fit? Tag them or share this post!

In observance of Independence Day, all Stonebridge offices will be closed on Friday, July 3rd. We will resume normal bus...
07/03/2026

In observance of Independence Day, all Stonebridge offices will be closed on Friday, July 3rd. We will resume normal business hours on Monday, July 6th.

As we celebrate our nation's independence, we wish you and your family a safe, happy, and enjoyable holiday weekend.

07/02/2026

University employees are often some of the best retirement savers, but saving money is only half the equation.

If you would like to watch the full video, visit this link: https://youtu.be/94jcrxq7JDo

Address

Kearney, NE

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5pm

Telephone

+13086980144

Website

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