Our Firm

We are truly grateful that you have shared your time on our website. We look forward to our personal introduction in the near future. 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. We will earn your respect for mutually reflecting common values and allowing a personal forum for you to take time to share. We promise our service excellence to: Individuals, Families, Business's, CALPERS members, and CALSTRS members. We provide quality services for 401(k), 403(b), 401k/IRA Rollover, Roth IRA, Traditional IRA's, Roth IRA Conversions, Life Insurance, Long Term Care Insurance, College Plans, Annuities, and Mutual Funds. We want to help build a stronger relationship between you and your financial future. Contact us today for a personal consultation. Thank you for your many years of patronage. 877-STONE-Financial (877-786-6334).