What We Do and How We Can Help

As a business owner, your days are spent juggling multiple tasks and wearing a handful of different hats. For most business owners, managing and overseeing the company retirement plan requires more time and responsibility than they have to give.

This is where we come in. At Stonebridge Financial Group, your goals are our passion and focus in all that we do. This motto serves as a constant reminder that the most important thing we do is help our clients and their employees pursue their goals.

Who We Are

Stonebridge Financial Group is a registered investment advisory firm with the goal to help clients build and manage highly effective, successful retirement plans. We are absolutely passionate about all things retirement plans. It's what we do.

We developed our firm with a desire to help companies maximize their organization’s fund performance, mitigate their fiduciary liability, simplify compliance and education while implementing financial wellness, and tailor a plan that enables them to pursue their goals.

What We Do

Everything we do is focused on helping businesses build and manage a highly effective retirement plan for their organization. In collaboration with your executive team, we evaluate your existing retirement plan and develop plan success goals. Working together, we will measure results and make improvements while maintaining the highest degree of fiduciary prudence and process.

Our job does not stop at helping you tailor a unique plan for your organization taking into consideration your goals; that's only the beginning. We’ll continually review your plan, focusing on monitoring investments in order to offer your employees top performing choices, mitigating fiduciary risk and preparing participants for retirement.

Who We Serve

We work with a wide range of businesses. While they may vary in industry and size, they share the goal of seeking to implement a robust retirement plan that benefits both the company and their employees.

We are proud to enjoy a 98% client satisfaction rate, and we believe there are a few reasons why our clients choose to work with us. First, we have more than 14 years of experience, and our consistent track record lends to our in-depth knowledge and level of service we can offer our clients.

Additionally, we have a very individualized implementation approach that focuses on all the minute details. We go far beyond the surface level and strive to develop a personalized strategy the encompasses a business’ many needs and goals. Combined with our competitive pricing, we believe clients enjoy our comprehensive service offering combined with our personalized approach.

Our Goal For You

Through our services and high-touch approach, we hope to help businesses have the time and energy to focus on their responsibilities knowing that we’re here to watch over their retirement plan’s many needs, from plan compliance and governance to employer and employee education.

We are always open to meet with companies and see how we may be able to help with their retirement plan management. We encourage you to reach out to us today for a no-obligation conversation to see how we may be able to help. Send us an email at [email protected] or call our office at (616) 828-4811.

About Brad

Brad Pinter has been in the financial services industry for over 20 years and has earned his MBA, AIF®, CRPS®, and ChFC® in the pursuit of providing the ultimate client experience. Over 14 years ago, Brad founded and serves as managing partner for Stonebridge Financial Group, a registered investment advisory firm that seeks to help clients build and manage highly effective, successful retirement plans.  He enjoys rolling his sleeves up and diving into the details and takes pride in his firm’s 98% client satisfaction rate and individualized implementation approach. Learn more by connecting with Brad on LinkedIn or visiting www.stonebridgefinancialgroup.com.