What is the largest department at StoneTapert Employee Benefits and Financial Services?

The largest department at StoneTapert Employee Benefits and Financial Services is Entrepreneurship with 1 employees.

How has StoneTapert Employee Benefits and Financial Services's team size changed over time?

StoneTapert Employee Benefits and Financial Services's team has grown from approximately 6 to 7 employees based on available data.

StoneTapert Employee Benefits and Financial Services Employee Directory

Q: What departments does StoneTapert Employee Benefits and Financial Services have?

StoneTapert Employee Benefits and Financial Services has employees across 4 departments including Entrepreneurship, Consultant, Banking, Administrative.

Q: Where are StoneTapert Employee Benefits and Financial Services employees located globally?

StoneTapert Employee Benefits and Financial Services has employees across 2 continents and 3 countries including Canada, United States Of America, Brazil.

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.

StoneTapert Employee Benefits and Financial Services Global Highlights

North America
57

United States Of America
40
Canada
17

South America
1

Brazil
1

StoneTapert Employee Benefits and Financial Services's Leadership

G. N.
President
Mobile Phone
Email
D. R.
Owner
Mobile Phone
Email
D. R.
Group Retirement Consultant
Mobile Phone
Email
B. L.
Financial Advisor
Mobile Phone
Email
C. C.
Office Administrator
Mobile Phone
Email
T. S.
Vice President, Group Benefits And Savings
Mobile Phone
Email
C. F.
Independent Retirement & Benefits Consultant, Frc
Mobile Phone
Email

StoneTapert Employee Benefits and Financial Services Employee Metrics

100%

50%

0%

2026

2025

Sales
Business
Consultant
Human Resources
Marketing
Other
Banking

Contact profiles from StoneTapert Employee Benefits and Financial Services

Name

Title

Contact

Location

Last Update

D. R.
Owner
Mobile Phone
Email
Aug 06, 2026
G. N.
President
Mobile Phone
Email
Aug 01, 2026
D. R.
Group Retirement Consultant
Mobile Phone
Email
CanadaSaskatchewan
Aug 01, 2026
B. L.
Financial Advisor
Mobile Phone
Email
CanadaOntario
Aug 04, 2026
C. C.
Office Administrator
Mobile Phone
Email
Aug 02, 2026
T. S.
Vice President, Group Benefits And Savings
Mobile Phone
Email
CanadaNew Brunswick
Jul 06, 2026
C. F.
Independent Retirement & Benefits Consultant, Frc
Mobile Phone
Email
Aug 05, 2026

Frequently Asked Questions

What is StoneTapert Employee Benefits and Financial Services known for?

StoneTapert Employee Benefits and Financial Services was founded in 1961 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-626-844-****

. Explore StoneTapert Employee Benefits and Financial Services's company overview page for more information.

What is StoneTapert Employee Benefits and Financial Services's most common email format?

StoneTapert Employee Benefits and Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more StoneTapert Employee Benefits and Financial Services email formats with LeadIQ.

How many employees does StoneTapert Employee Benefits and Financial Services have currently?

StoneTapert Employee Benefits and Financial Services has approximately 15 employees as of July 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are StoneTapert Employee Benefits and Financial Services's key employees and leadership?

As of July 2026, StoneTapert Employee Benefits and Financial Services's key employees include:

President: G. N.
Owner: D. R.
Group Retirement Consultant: D. R.
Financial Advisor: B. L.
Office Administrator: C. C.

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StoneTapert Employee Benefits and Financial Services Employee Directory

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