Stonebridge Financial Group, LLC is a financial planner in Overland Park, Kansas, specializing in retirement plan advisory services for businesses and their employees. The firm focuses on helping clients build and manage effective retirement plans by maximizing fund performance, minimizing fiduciary liability, and simplifying plan compliance, administration, and education. Their services are designed to support organizations in creating tailored retirement solutions while continuously monitoring investments and preparing participants for retirement. The firm serves clients across multiple locations, including offices in Grand Rapids, Michigan, and Chicago, Illinois, with a primary presence at 1200 48th Ave N #202 in Overland Park.
The firm emphasizes a client-centered approach rooted in integrity, accountability, and professional standards. Advisors hold advanced designations including Chartered Retirement Plan Specialist®, Chartered Financial Consultant®, Accredited Investment Fiduciary®, Certified Behavioral Financial Advisor, and MBA. Membership in the Retirement Advisor Council reflects their commitment to industry leadership, ethical conduct, and the protection of client confidentiality. They prioritize objectivity in recommendations, ensuring decisions are made solely in the best interests of clients.
The firm is located on 48th Ave N in Overland Park, Kansas, within a commercial building at 1200 48th Ave N #202. No nearby landmarks are listed in the data provided.
With a perfect 5.00 rating and one verified review, Stonebridge Financial Group is recognized for its expertise in retirement planning and adherence to professional standards. The firm’s focus on fiduciary responsibility, ongoing plan monitoring, and comprehensive education sets it apart in the financial planning landscape.
In Overland Park, Stonebridge Financial Group stands as a trusted advisor for businesses seeking reliable, compliant, and performance-driven retirement plan solutions.
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