Stonebrook Wealth Management Inc.

(on kenwood trail)
Financial and Investment Services in Lakeville, MN
Financial and Investment Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

17850 Kenwood Trail
Lakeville, MN
55044

About

Stonebrooke Wealth Management Inc.
In a field that is becoming cloudy, crowded and commoditized, it takes a committed effort to rise up and above the rest. Each of us at Stonebrooke Wealth Management Inc. are committed to you and to pursue your goals.
We embrace the changing regulatory environment of our business. We can incorporate a host of socially responsible, even Biblically based investment options if so desired*. Our belief is keeping the “person” in the “personal” relationships of financial planning, continuous client education, fee transparency and customized financial recommendations.

Photos

Stonebrook Wealth Management Inc. Photo Stonebrook Wealth Management Inc. Photo Stonebrook Wealth Management Inc. Photo

Services

  • Comprehensive Financial Planning
  • Wealth Management
  • Trust Services
  • Estate Planning Services
  • Business Transitions/Succession Planning
  • Deferred Compensation Arrangements
  • Portfolio Analysis
  • 401K Services
  • IRA Services
  • Retirement Income Planning
  • Tax-Advantaged Investing
  • Social Security Claiming Strategies
  • Life Insurance
  • Disability Income
  • Long Term Care

Information

Company name
Stonebrook Wealth Management Inc.
Category
Financial and Investment Services

FAQs

  • What is the phone number for Stonebrook Wealth Management Inc. in Lakeville MN?
    You can reach them at: 952-223-6515. It’s best to call Stonebrook Wealth Management Inc. during business hours.
  • What is the address for Stonebrook Wealth Management Inc. on kenwood trail in Lakeville?
    Stonebrook Wealth Management Inc. is located at this address: 17850 Kenwood Trail Lakeville, MN 55044.
  • What are Stonebrook Wealth Management Inc.(Lakeville, MN) store hours?
    Stonebrook Wealth Management Inc. store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.