Investment Management


The advisors at Stone Financial are investment experts, skilled in discerning the best strategy for you and your unique goals. In your initial consultation, we establish your objectives and go in depth to uncover your specific needs and desires for your future. Our advisors specialize in:

  • Individual Equities
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds
  • Fixed/Indexed/Variable Annuities

By working with Stone Financial to help you manage your wealth, you can have peace of mind knowing that your financial plan is being handled by professionals.