Stonebridge Wealth Systems

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834 N Diers Ave
Grand Island, NE 68803

Stonebridge Wealth Systems, located in Grand Island, NE, is dedicated to providing personalized financial planning and investment management services to individuals, couples, and families. By prioritizing clients' unique circumstances and dreams, they aim to simplify the complexities of finance and empower clients on their journey to retirement.

The firm's Retirement Compass Process encompasses income, investment, tax, healthcare, and legacy planning, ensuring a comprehensive strategy tailored to each client's needs. Founded by experienced financial advisors, Stonebridge Wealth Systems emphasizes the importance of holistic advice and a commitment to client independence in retirement.

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Equitable Bank was established in 1882 shortly after the community of Grand Island was incorporated. It was organized by a small group of pioneers and was called, at that time, Grand Island Building and Loan Association. For over 125 years Equitable Bank has served the community of Grand Island and the surrounding area providing financial services and products. Over the years Equitable Bank has expanded their services to include the communities of North Platte and Omaha, respectively. A part of that expansion included the addition of the banks wealth management division in the Grand Island and North Platte markets. In an effort to help preserve the Banks long-standing commitment to the communities in which it operates, the Equitable Charitable Foundation was established in 2005.In the summer of 2015, depositors and shareholders of Equitable Bank voted to approve a stock conversion making Equitable Bank one of only a few banks in the state of Nebraska to become a fully traded stock company. Equitable Financial Corporation EQFN is traded on the NASDAQ and Equitable Bank continues its success as a local, community bank focusing on commercial banking.As Equitable Bank has continued to grow over the years it has been able to keep abreast of changing and improving technology by providing new and improved services to customers and at the same time, always offering superior customer service and satisfaction.With the expansion of branches in the North Platte and the Omaha areas, Equitable Bank has been able to reach out to a network of diverse consumers requiring a wide variety of financial needs in those communities. Whether it be expanding a growing ranching operation, providing funding for small businesses and organizations, helping families own their dream home, or providing sound investment advice, Equitable Bank has been, and continues to be, a leader in the financial industry.
United StatesNebraskaGrand IslandStonebridge Wealth Systems

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