Stonestreet Equity, LLC

Stonestreet Equity, LLC - Investment advisory services offered through Independent Financial Partners, a Registered Investment Adviser.

We strive to be a trusted, respected advisor to plan sponsors, focusing on successful participant outcomes and enabling plan committees to understand all aspects of their duties StoneStreet Equity, LLC is not owned or controlled by Independent Financial Partners.
- Third-party posts found on this profile do not reflect the view of Independent Financial Partners and have not been reviewed by Independent Financial Partners as to accuracy or completeness.

03/31/2022

StoneStreet Equity is excited and proud to announce our recognition as a NAPA Top DC Advisor Team of 2021. The National Association of Plan Advisors (NAPA) highlights the nation's leading retirement plan advisor firms who are actively bringing change to plan sponsors and their retirement plan participants across the entire country.

We at StoneStreet Equity are personally humbled and elated to join this list of reputable advisor teams who also share the common goal of helping Americans prepare for a financially satisfying retirement. We'd like to extend a gracious thank you to all of our clients for giving us the chance to make a difference in their retirement plans along the way.

We at StoneStreet Equity are excited to announce that Heidi Sidley has been named as a nominee for NAPA 2021 Top Women A...
09/15/2021

We at StoneStreet Equity are excited to announce that Heidi Sidley has been named as a nominee for NAPA 2021 Top Women Advisors List. We celebrate Heidi and the many women included who are actively bringing meaningful change to the retirement plan industry. Please show your appreciation by voting for Heidi using the link below.


https://www.napa-net.org/2021-napa-top-women-voting-form

StoneStreet Equity is proud and excited to announce that we have been named to the NAPA Top DC Advisor Teams List for 20...
03/31/2021

StoneStreet Equity is proud and excited to announce that we have been named to the NAPA Top DC Advisor Teams List for 2020!

We thank all of our plan sponsors and colleagues who helped us best service plan participants on their journey to achieving meaningful retirement outcomes.

StoneStreet Equity is excited to announce that Heidi Sidley has been named to the NAPA Top Women Advisors List of 2020 a...
11/11/2020

StoneStreet Equity is excited to announce that Heidi Sidley has been named to the NAPA Top Women Advisors List of 2020 as a “Captain.” We congratulate Heidi for her contributions and continued dedication to the retirement industry.

You can read the full list here: https://www.napa-net.org/top-women-advisors-captains-2020

We were excited to see one of our analysts’, Anthony Sabia, appear on the CNBC Halftime Show today to ask the team some ...
10/09/2020

We were excited to see one of our analysts’, Anthony Sabia, appear on the CNBC Halftime Show today to ask the team some stock and market-related questions.

Vote now for StoneStreet Equity's own, Spencer Goldstein CFA, for NAPA's Top Young Retirement Plan Advisors of 2021. We ...
10/09/2020

Vote now for StoneStreet Equity's own, Spencer Goldstein CFA, for NAPA's Top Young Retirement Plan Advisors of 2021. We are proud to see Spencer named amongst the nation's top young advisors, and with your help, we can ensure his place on the list for another year.

Vote here: https://www.napa-net.org/top-retirement-plan-advisors-under-40

Vote now for StoneStreet Equity's own, Heidi Sidley for NAPA's Top Women Advisors of 2020. We are very proud to see Heid...
10/09/2020

Vote now for StoneStreet Equity's own, Heidi Sidley for NAPA's Top Women Advisors of 2020. We are very proud to see Heidi named amongst the nation's top women advisors who are making substantive differences for Americans and their retirement outcomes.

Please show your support for Heidi and all of the contributions she brings to the retirement industry by voting for her at: https://www.napa-net.org/2020-napa-top-women-voting-form

StoneStreet Equity is wishing everyone and their families well during this global pandemic. We have been focused on assi...
04/17/2020

StoneStreet Equity is wishing everyone and their families well during this global pandemic. We have been focused on assisting plan sponsors and their participants during this difficult time and are proud to announce that we have been named to PlanAdvisors Top 100 List for Retirement Plan Advisors for 2019!

We thank PlanAdvisor for this sincere acknowledgment and congratulate all teams and individuals named to this honorable list. We look forward in continuing to guide our clients through this difficult time.

StoneStreet wishes everyone the utmost health and safety.

Read the full list here: https://www.planadviser.com/awards/pa-top-100/ #!/Introduction-and-Methodology

StoneStreet Equity is proud to announce that Spencer Goldstein has been named a NAPA Top Young Retirement Plan Advisor f...
12/11/2019

StoneStreet Equity is proud to announce that Spencer Goldstein has been named a NAPA Top Young Retirement Plan Advisor for 2020. Congratulations Spencer!

Address

1133 Westchester Avenue Ste S-221
White Plains, NY
10604

Telephone

+19142510466

Website

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