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StoneTapert Employee Benefits and Financial Services Email Format
Financial ServicesCalifornia, United States11-50 Employees
StoneTapert Financial Services, based in Los Angeles, California, is a financial services firm focused on helping individuals and businesses understand their complete financial picture. The team provides services spanning retirement and investment planning, business succession planning, and management of estates and endowments, tailored to the needs of business owners, executives, and key employees. Its client base includes closely held businesses, family estates, and non-profits, emphasizing comprehensive planning to align unique circumstances with long-term wealth goals. The firm offers securities and advisory services through Independent Financial Group, LLC, with StoneTapert and IFG operating as unaffiliated entities. It is licensed to sell securities in several states, including AZ, CA, CO, ID, IN, MI, NV, OR, and WA.
1-888-653-2347 
support@leadiq.com 
