Financial Services - Roseville, California, United States
David Stone, founder of Stone Consulting Group has been in the financial services industry since 1992. We currently offer a comprehensive approach to financial planning including, but not limited to, retirement, estate, investment, business owner and charitable planning.The core of the financial services we deliver is anchored in a philosophy that without a concrete and transparent financial plan in place, most successful individuals will not achieve their maximum potential over the course of a lifetime.Working with our experienced and multi-faceted team, clients quickly gain new insight on their own financial lives. We look forward to the opportunity to serve you.David Stone is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Stone Consulting Group is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-4713843-042722. David Stone is securities registered in AZ, CA, CO, HI, ID, IL, IN, NV, OH, OR, TX, UT, WA, WVCA Insurance License #0B01934
Apache
Route 53
Amazon AWS
Mobile Friendly
Google Analytics
YouTube