- What Makes The StoneBridge Group Different?
We focus on building long-term, meaningful relationships with all of our clients, standing beside you through the many chapters of your personal and financial life. We go above and beyond in everything we do to help make investments and financial planning simpler and more fun for you, while being accessible and approachable to help answer your financial questions. In other words, We want to help coach you through all stages of your financial journey so you feel excited about building your wealth as much as we are.
- Do I Have To Live In Forest Lake, MN To Work With You?
No. Our services have been well structured so that we can easily work together from any location. We hold many meetings each year through our simple video conferencing and screen sharing options, and now even much of our financial paperwork can be handled electronically. For those of you that prefer face to face, we do what we can to coordinate our travel schedules to make it happen. We currently work with clients from several states including AZ, CA, CO, FL, GA, IN, MN, ND, OK, SD, TN, TX, WI.
- Who Do You Work With?
Small business owners, solopreneurs as well as retirees and pre-retirees. We don't work well with speculators, day-traders, DIYers or anyone who doesn't see the value in professional help i.e we look for people who are looking for a long-term financial planning engagement with an advisor.
- Do You Have a Minimum Investment Requirement?
No, there is no minimum investment requirement. The criteria we use is different than most firms. We want to work with people who are excited and dedicated to build their wealth. We believe by planning your financial journey early, it will help with better outcomes in the future.
- Are You Currently Taking on New Clients?
Yes, we are happy to meet with new people, and referrals from existing clients will get first priority.
- I'm Ready For a Free Introductory Meeting. How Do I Set A Time to Meet?
That's Great! The best way to set up a call is by clicking on the button below. This will take you to our online scheduler. If scheduling online is not your cup of tea, feel free to call the office at 651-464-2531 or send an email to firstname.lastname@example.org.
Still Have Questions?
Don’t worry – that’s why our initial meetings are offered free of charge. It makes it easy and accessible for you to speak with us directly and procure all the answers you need to assist you in deciding if the StoneBridge Group is right for you. You are also welcome to send us an email and we’ll be happy to address your questions directly.