Stone Financial Services

Specialties

At Stone Financial Services, we take pride in providing the personal care that you deserve. While most are nervous about what tomorrow brings, one thing you can always count on is a warm and compassionate voice to comfort you in times of need. Earning respect for mutually reflecting common values and allowing a personal forum for those to take the time to share. We promise our service excellence to: Individuals, Family’s, Business’s, CAL/​PERS members, CAL/​STRS members,. 401(k), 403(b), IRA/​IRA Rollover, Roth/​IRA, Roth/​IRA Conversion, Life Insurance, Long Term Care Insurance, College Plans, Annuities, CD’s and Mutual Funds. Helping to build a stronger relationship between you and your financial future. Contact us today for a personal consultation. Securities Offered Through Broker Dealer Financial Services Corp. Member FINRA & SIPC.

History

Established in 2000.

Founded on a belief that you prefer face to face personal service when it comes to the most important financial decisions of your life. Where generations come together along with technology to provide a comfortable environment to express personal milestones and areas of improvement.