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Stone Financial: CPAs & Wealth Mgmt Employee Directory

Financial ServicesMissouri, United States2-10 Employees

Stone Financial: CPAs & Wealth Mgmt operates in the financial services sector, combining wealth management with accounting and tax guidance to help clients understand their financial position and chart a course for the future. The firm emphasizes tailoring plans to individual goals and life circumstances, offering visualized strategies and access to resources and advice aimed at guiding clients from their current situation toward their desired outcomes. Based in Springfield, Missouri, the organization appears to serve a professional audience seeking integrated financial and tax services from a small team. While details about its size are limited, the company focuses on providing a cohesive, client-centered approach within its local market.

Find Stone Financial: CPAs & Wealth Mgmt employees' phone numbers or email addresses

Stone Financial: CPAs & Wealth Mgmt Global Highlights

Location
Employees

North America
13

Minus sign iconPlus sign icon
  • United States Of America
    13

Stone Financial: CPAs & Wealth Mgmt's Leadership

  • Stylized image of a person
    J. P.
    Staff Accountant
    Mobile Phone
  • Stylized image of a person
    M. S.
    Principal
    Mobile Phone
  • Stylized image of a person
    N. G.
    Sales Assistant
    Mobile Phone
  • Stylized image of a person
    D. M.
    Personal Financial Consultant
    Mobile Phone

Stone Financial: CPAs & Wealth Mgmt Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Business
  • Community & Social Services
  • Administrative
  • Analytics
  • Other

Contact profiles from Stone Financial: CPAs & Wealth Mgmt

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. P.
    Staff Accountant
    Mobile Phone
    Apr 14, 2026
  • Stylized image of a person
    M. S.
    Principal
    Mobile Phone
    Jul 11, 2025
  • Stylized image of a person
    N. G.
    Sales Assistant
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    D. M.
    Personal Financial Consultant
    Mobile Phone
    CanadaBritish Columbia
    Jul 31, 2026

Frequently Asked Questions

What is Stone Financial: CPAs & Wealth Mgmt known for?

Minus sign iconPlus sign iconStone Financial: CPAs & Wealth Mgmt was founded in 2007 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-870-743-****
. Explore Stone Financial: CPAs & Wealth Mgmt's company overview page for more information.

What is Stone Financial: CPAs & Wealth Mgmt's most common email format?

Minus sign iconPlus sign iconStone Financial: CPAs & Wealth Mgmt employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Stone Financial: CPAs & Wealth Mgmt email formats with LeadIQ.

How many employees does Stone Financial: CPAs & Wealth Mgmt have currently?

Minus sign iconPlus sign iconStone Financial: CPAs & Wealth Mgmt has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Stone Financial: CPAs & Wealth Mgmt's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Stone Financial: CPAs & Wealth Mgmt's key employees include:

  • Staff Accountant: J. P.
  • Principal: M. S.
  • Sales Assistant: N. G.
  • Personal Financial Consultant: D. M.

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