Stonebridgefinancialgroup

Description

• Welcome to the website of Stonebridge Financial Group. We assist our clients in achieving their financial goals and objectives through Retirement planning, executive benefits, investment management, business continuation, qualified and non qualifed plan design, and estate planning services. Nathan Cobert is a CERTIFIED FINANCIAL PLANNER TM and Chartered Financial Consultant. He heads up the northern Marin county office in San Rafael, CA. As a principal of Stonebridge Financial Group Nathan focuses his business on financial planning** and overseeing investment asset accounts. He and his team analyze prospective clients' existing holdings and develop recommended portfolios. Regular meetings are held to analyze the performance of the accounts and to review any recommended changes. Through our broker/dealer AXA Advisors, we can offer non-fee-based and fee-based asset management programs. We develop portfolios with proper Asset Allocation strategies custom designed to our clients' situation and objectives, provide ongoing portfolio analysis and oversight and coordinate that portfolio with the retirement plan.**Financial Plans are offered through AXA Advisors.CFP® and CERTIFIED FINANCIAL PLANNERTM are certified marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully completed the CFP Board's initial and ongoing certification requirements.
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  Headquarters:165 No Redwood Drive Suite 100, San Rafael, California, United States

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  Phone Number: +1 415-479-1777

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  Website: https://www.stonebridgefinancialgrp.com

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  Employees:18

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  Revenue:$1 - 10M

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  Legal Name:Stonebridgefinancialgroup

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• |  NAICS Code: 523110  |

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