Stonebridge Financial Group Has Been Admitted into the Retirement Advisor Council!

By Bob Herdoiza

Stonebridge Financial Group is excited to announce that our very own Brad Pinter is now a member of the Retirement Advisor Council. Our firm’s goal is to help clients build and manage highly effective and successful retirement plans. We believe that Brad’s nomination, and now admittance, to this elite group of advisors furthers our goal!

A Prestigious Honor

The Retirement Advisor Council is a group of top plan advisors, service providers, and investment managers who band together to achieve the best possible outcomes for the retirement plans and clients they serve. Membership is based on experience, dedication, and contribution to industry thought leadership. We couldn’t be more proud of Brad and are excited for what this means for Stonebridge Financial Group and our clients.

Brad is our managing director of the retirement plan consulting business at Stonebridge Financial Group. His passion, time, and energy go towards evaluating and creating retirement plan solutions to help clients reach their goals.

Do You Want to Know More?

Stonebridge Financial is dedicated to improving our experience, knowledge, and services to offer the highest level of service we can. If you would like to discuss the difference we can make in your retirement plan, schedule a free 15-minute introductory phone call.

About Bob

Bob Herdoiza, AIF®, started his career as a CPA auditing retirement plans and is a Partner at Stonebridge Financial Group, a registered investment advisory firm. Stonebridge seeks to help clients build and manage highly effective, successful retirement plans. Bob also served as President of CEBOS for more than 15 years where he managed his company’s retirement plan before joining Stonebridge Financial Group. He takes pride in his firm’s 98% client satisfaction rate (according to a 2017 client survey) and individualized implementation approach. Learn more by connecting with Bob on LinkedIn or visiting www.stonebridgefinancialgroup.com.