Stone Insurance Services, Inc.

Financial ServicesCalifornia, United States11-50 Employees

StoneTapert Financial Services is a team of veteran consultants dedicated to helping businesses and individuals understand their complete financial picture. From retirement and investment planning services to business succession planning services, estates and endowments, our team has the breadth of expertise to help you reach your financial goals in today's complex environment. 

Our client base is comprised primarily of closely held businesses, family estates and non-profits. We are dedicated to the complete financial picture of the business owners, executives and key employees. Each of our clients comes to us with a unique set of circumstances. Some may have clear cut financial goals while others have only a general idea that a comprehensive approach to wealth planning can have such a dramatic impact. In either case, the earlier a comprehensive plan is developed, the more choices exist for ensuring maximum impact on wealth accumulation.

Offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor, member FINRA/SIPC. Independent Financial Group, LLC, and StoneTapert are unaffiliated entities.

The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current.  Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor.  Hyperlinks are provided as a courtesy and should not be deemed an endorsement.  When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Licensed to sell securities in the following states: AZ, CA, CO, ID, IN, MI, NV, OR & WA.

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