Stoneway Financial, LLC Email Format

Financial ServicesTexas, United States2-10 Employees

Stoneway Financial, LLC operates in the financial services sector, offering guidance across clients’ financial lives with the aim of fostering stability and financial independence. The firm emphasizes a personalized, client-centered approach delivered by experienced professionals who help clients identify goals and chart a path to them. A core principle is educating clients and ensuring a clear understanding of their current financial situation to support prudent decision-making about the future. The company is based in Addison, Texas, and maintains an additional office in Tyler, Texas, reflecting a regional presence.

Securities are offered through Cetera Advisor Networks LLC (FINRA/SIPC), while investment advisory services are provided through CWM, LLC, an SEC-registered investment adviser. Cetera Advisor Networks LLC and CWM, LLC operate under separate ownership, reflecting a common industry structure in which brokerage and advisory activities are conducted by distinct entities.

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