Stonebridge Wealth Strategies - Worthington, Ohio

Address: 400 W Wilson Bridge Rd #305, Worthington, OH 43085.
Phone: 44271423.
Website: stonebridgewealth.net
Specialties: Financial institution, Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, On-site parking.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Stonebridge Wealth Strategies

Stonebridge Wealth Strategies 400 W Wilson Bridge Rd #305, Worthington, OH 43085

☎️44271423

⏰ Open Hours of Stonebridge Wealth Strategies

Monday: 9 AM–4 PM
Tuesday: 9 AM–4 PM
Wednesday: 9 AM–4 PM
Thursday: 9 AM–4 PM
Friday: Closed
Saturday: Closed
Sunday: Closed

Stonebridge Wealth Strategies

Stonebridge Wealth Strategies is a reputable financial institution located at 400 W Wilson Bridge Rd #305, Worthington, OH 43085. The company, led by experienced financial planner Brandon Strong, specializes in providing comprehensive financial planning services to help clients achieve their long-term financial goals. With a strong focus on personalized service and deep understanding of Ohio's STRS pension plan, Stonebridge Wealth Strategies has earned a stellar reputation among its clients.

The company offers a range of financial planning services, including retirement planning, investment management, and wealth protection strategies. Their team of expert advisors works closely with each client to develop tailored solutions that address their unique financial needs and objectives. Whether you're looking to plan for retirement, grow your investments, or protect your assets, Stonebridge Wealth Strategies has the knowledge and expertise to help you succeed.

One of the key strengths of Stonebridge Wealth Strategies is their commitment to education and transparency. They take the time to thoroughly explain the various financial strategies and options available to their clients, ensuring that they have a clear understanding of the decisions they are making. This approach helps clients feel confident and empowered in their financial planning journey.

In addition to their exceptional service, Stonebridge Wealth Strategies is proud to offer a welcoming and accessible environment for their clients. The office features wheelchair accessible entrance and parking lot, as well as on-site parking, making it easy for clients with disabilities to access their services.

With an impressive average rating of 4.8 out of 5 stars based on 10 reviews on Google My Business, Stonebridge Wealth Strategies has clearly made a positive impact on the lives of their clients. Many reviewers commend the company for their deep knowledge of Ohio's pension plans, personalized approach, and ability to keep clients on track towards their financial goals.

If you're seeking a trusted financial planning partner to help you navigate your financial future, look no further than Stonebridge Wealth Strategies. With their expertise, personalized service, and commitment to client success, they are well-equipped to help you achieve financial freedom and security.

Key Features and Information

Specializes in financial planning, retirement planning, investment management, and wealth protection
Deep knowledge of Ohio's STRS pension plan
Personalized approach to financial planning
Commitment to education and transparency
Wheelchair accessible office
Average rating of 4.8 out of 5 stars on Google My Business

Contact Details

Address: 400 W Wilson Bridge Rd #305, Worthington, OH 43085

Phone: 44271423

Website: stonebridgewealth.net

👍 Reviews of Stonebridge Wealth Strategies

Stonebridge Wealth Strategies - Worthington, Ohio

Greg T.

5/5

My wife and I have been working with Brandon Strong since 2013. We met him at a retirement seminar geared especially for teachers. We needed to update our retirement plan and were impressed by his depth of knowledge regarding Ohio's STRS pension plan. Brandon reviewed our existing financial resources, and educated us on ways we could strengthen our plan to be fully prepared for retirement. We are now on the threshold of retirement, and truly appreciate the manner in which Brandon kept us on track these past eight years.

Dave C.

5/5

Brad Dickman at Stonebridge Wealth Strategies is one of the hardest working guys I know. His advice and expertise in helping me transition into retirement and make smart decisions about a recent inheritance have been invaluable. He has done many hours worth of analysis on our situation. He convinced me of his integrity when he advised me to hold and take the payout from an annuity I'd purchased some years back, even though he would have benefitted more if I'd cashed it out and let him re-invest the funds. In a true fiduciary role, because of the favorable terms of the annuity, he advised me to keep it and take the payout--a course of action that was better for me and my family, but which would not earn him any commission. Brad is a straight shooter and a hard worker. He takes the time to listen and develop a plan best suited to your circumstances. His assistant, Lindsay, is also very capable and efficient. If you are seeking to synthesize your retirement or investment plans, Brad and Stonebridge Wealth Strategies would be worth a call.

Joyce M.

5/5

This is a company that takes pride in personal customer service and giving their clients tools to follow and understand investing. We started by consolidating all of our accounts then watched them grow. Brandon Strong has helped us by watching the investments and making suggestion options that helped with retirement goals. His communication skills are second to none and checks in with us often by phone, email, text messages and now the virtual meetings have added a time saving factor for us . Now that retirement is near and with other situations unfolding,
Brandon is right there guiding us through step by step. Several friends recommended this company to us years ago and we are very glad we made the call. Thank you Brandon and Cameron.

Steve P.

5/5

Matt Goedde and the team at Stonebridge Wealth Strategies have been instrumental both in my family's financial planning and also in my business. Matt has been very available to answer my questions and concerns, and proactively shares with us information about what is happening in the world (like Covid, elections, etc.) and the impact that it will or won't have on our plans. Having Matt and his colleagues on OUR team gives us tremendous peace of mind knowing that we are on-track to meet (and even exceed) our financial goals. I highly recommend Matt and the whole Stonebridge team!

Debbie C.

5/5

Brad and his assistant Lindsay have gone above and beyond the call of duty for us. They were a tremendous help as I worked on settling issues related to my mother’s estate, not to mention their assistance with our retirement planning. Highly recommend this team!

KK F.

5/5

Stonebridge always has my best interest in mind. They consider where I am now financially, and consider where I want to be moving forward. It is not only that I feel confident in their advice, but I also feel confident in them knowing the current financial climate and the current financial laws and tax implications of my decisions. Stonebridge is low pressure, highly intelligent people, from whom you would want your family to receive advice! It is without reservation that I would highly recommend them to you!!

Kaylyn S.

5/5

I have been working with Brad since 2015. He has given me excellent retirement and investment advice. He is always available for my questions and to offer his services when needed. I would recommend him to any and everybody!

Deborah Harmon Poe

Christine B.

5/5

We have experienced the best service we could ever ask for from Matt Goedde. Besides his outstanding retirement expertise, he makes himself available to help with questions and resources.