Stonebridge Financial Group

Stonebridge Financial Group Securities and Advisory Services Offered Through Commonwealth Financial Network Member FINRA/SIPC, a

Stonebridge Financial Group was founded by the principals after they grew tired of working for a large, multinational financial conglomerate that dictated the types of financial products that should be sold to their clients. Based on their clients' needs and wants, it became apparent that in order to provide the most objective solutions to their clients' problems, a change needed to take place. So

, they decided to set out on their own and create the type of firm they thought was needed in this day and age of rushed and sometimes impersonal service. Together they enlisted the support of experienced staff members who share their outlook: to help individuals feel comfortable seeking guidance with their financial goals and to assist them in a knowledgeable, courteous, and professional manner. Stonebridge Financial Group chose to partner with Commonwealth Financial Network®, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of financial choices to complement their goals. It also helps Stonebridge best serve clients in a seamless and efficient manner by providing back office, investment, insurance, and technology support. This communication is strictly intended for individuals residing in the states of
AR,AZ,CA,CO,DC,FL,IL,IN,MI,MO,NC,NV,OR,SC,TN,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

🏈 G I V E A W A Y 🏈Enter to win TWO tickets to the next Battlehawks home game on June 1st. Don’t miss this opportunity t...
05/17/2024

🏈 G I V E A W A Y 🏈

Enter to win TWO tickets to the next Battlehawks home game on June 1st. Don’t miss this opportunity to experience the football back in the Lou.

Simply follow our page, like this post, and tag a three friends in the comments to be entered for a shot at cheering on your from the stands!

Giveaway will close in one week (May 24th) and a winner will be randomly selected the following day.

Even if you feel you’ve done a thorough job of managing your finances, there are common mistakes or blind spots you coul...
05/06/2024

Even if you feel you’ve done a thorough job of managing your finances, there are common mistakes or blind spots you could be missing.

Here are 5 money matters to double check: https://bit.ly/3UnyJde

Our shred event was a huge success! We had a great time yesterday with clients, family, and friends (big and small). Tha...
05/04/2024

Our shred event was a huge success! We had a great time yesterday with clients, family, and friends (big and small). Thank you to all who made it out!

Rising costs are making it even tougher to save for retirement. Only 37% of Americans believe they’ll hit their target r...
04/23/2024

Rising costs are making it even tougher to save for retirement. Only 37% of Americans believe they’ll hit their target retirement goal.

Check out these tips to help you save more, and figure out how much you will really need: https://bit.ly/3Qb6SdI

Friday is finally here and we are excited to introduce our next advisor in the Financial Advisor Friday series, Mr. Sam ...
04/19/2024

Friday is finally here and we are excited to introduce our next advisor in the Financial Advisor Friday series, Mr. Sam Heveroh.

Inspired by his father’s career in the financial services industry, Sam began his own career nearly five years ago in 2019 and was welcomed as the newest member of Stonebridge Financial Group in 2023.

Sam specializes in creating individualized employee benefit packages for businesses with an emphasis on retirement plans. He is passionate about preparing for retirement and beyond, as he is proficient at understanding unique situations, individualized goals, and developing strategies and solutions to problems.

Sam is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and we are so proud to have him on our team!

Congratulations to one of our advisors, Sam Heveroh, on his most recent accomplishment! We are so proud of your hard wor...
04/16/2024

Congratulations to one of our advisors, Sam Heveroh, on his most recent accomplishment!

We are so proud of your hard work and dedication to excellence in serving your clients and are thrilled to officially have a CERTIFIED FINANCIAL PLANNER™ Professional here at Stonebridge Financial Group!

New week, new financial goals! How can we be of service to you this week?? Call the office and find out!
04/15/2024

New week, new financial goals! How can we be of service to you this week?? Call the office and find out!

We spent the morning at the  with ! Thankful for the opportunity to connect with St. Louis area kiddos
04/13/2024

We spent the morning at the with ! Thankful for the opportunity to connect with St. Louis area kiddos

It’s finally Friday and time to introduce another one of our valued advisors, Tim Nenniger! Tim is a founding member of ...
04/12/2024

It’s finally Friday and time to introduce another one of our valued advisors, Tim Nenniger!

Tim is a founding member of Stonebridge Financial Group. With more than 25 years of experience, Tim possesses knowledge that makes him invaluable to his clients.

Tim believes that in order to provide world-class service and guidance, an investment professional should be free from the influences present at many of the traditional Wall Street firms.

Tim specializes in working with individuals and small business owners in the areas of investment, retirement, insurance, and estate planning, as well as in 401(k)s.

We had a great time at the Battlehawks pep rally event yesterday. Our table is set up and giveaway items are ready to go...
04/06/2024

We had a great time at the Battlehawks pep rally event yesterday. Our table is set up and giveaway items are ready to go for the Battlehawks Kids Club Members!

Battlehawks Fans, we’re ready for you! See you tonight in section 116-117.

It’s Financial Advisor Friday and we are so excited to introduce Jeff Heveroh! As an independent advisor for more than 2...
04/05/2024

It’s Financial Advisor Friday and we are so excited to introduce Jeff Heveroh!

As an independent advisor for more than 20 years, Jeff takes great pride in his independence when it comes to investment selection and investment philosophy.

Jeff works with individuals and small business owners to provide customized wealth management, retirement income planning, estate planning, and insurance strategies for your pre- and post-retirement needs.

Jeff is committed to helping his clients meet and exceed their financial goals. He believes in a simple motto when working with his clients: “Serve my clients first, last, and always.”

Address

3770 S. Lindbergh Boulevard, Suite 102
Sunset Hills, MO
63127

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