Stonebridge Financial Advisors – Review. Financial Directory
Stonebridge Financial Advisors brings nearly 40+ years of collective investment management and advisory experience to its clients.
In addition to offering fee-based investment advisory assistance to clients, they also provide innovative products and services through FSC Securities Corporation, a broker-dealer for Stonebridge Financial Advisors that works through one of the largest nation-wide networks of financial advisors.
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The company’s offerings include Financial Planning, Retirement income and Insurance strategies, as well as fee-based investment advisory services.
Stonebridge Financial Advisors Services
• Financial Planning
• Retirement Income
• Fee-based Investment Advisory Services
Stonebridge Financial Advisors Team Members / Advisors
• Rod D. Potratz, MS, CFP, President
• James Horst Jr. CFP, VP of Retirement Plan Operations. Phone:(712)-260-0308
• Anne Ballantini, Registered Assistant. Phone:(515) 223-4202
• Jennifer Pratti, Operations and Office Manager. Phone:(515) 223-4202
Stonebridge Financial Advisors Contact Information
1200 Valley West Drive, Suite 206-18
West Des Moines, IA 50266
When you call or email Stonebridge Financial Advisors
Ask for Rod Potratz. He can help you personally or refer you to an experienced advisor on his team
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