Our Services

A Team of Expertise
By partnering with select individuals with expertise in Wills, Trusts and Estate Planning, Investment Management and Property and Casualty, we as a team, will develop innovative strategies and create personalized solutions to help you achieve your financial goals.

Products and Services
    • Life Insurance
    • Disability Income Insurance
    • Long Term Care Insurance
    • Business Insurance including (but not limited to):
          - Key Person
          - Partnership Buy-Out
          - Business Operating Expense
          - Business Succession Plans
    • Group Health, Life, Disability and Long Term Care Employee Benefits
    • Annuities
    • Retirement Plans
    • Estate Planning
    • 401K/IRA/Pension Rollover options
    • Complete Budget Analysis

More Reasons to Choose STONE FINANCIAL LLC

CHOICE
Through our partnerships with many insurance and investment companies, we are able to offer a broad range of products and services to address the need for financial protection and asset accumulation. We are licensed to provide group or individual health insurance, life, disability, and long-term care insurance and work collaboratively with our strategic partners who provide expertise in trust and estates, investments, and retirement planning.

QUALITY PRODUCTS
We can offer the best products from the highest-rated insurance companies: household names like The Hartford, Guardian, Prudential, MetLife, Aetna, Anthem, HealthNet, and Oxford.

SERVICE
Because one size does not fit all, each plan design is customized to fit within the specific financial goals and budget.

COMPETITIVE PRICING
Because we are independent, we do not push the products of a particular company. We have relationships with several providers and can shop around for our clients.