Our philosophy is simple. Provide our clients with the most accurate market and account information, along with communicating that information in a comfortable, approachable way. What does the Stonefield philosophy mean to our clients? It means each client receives a customized investment strategy to fit their exact needs; not a 'one size fits all approach.'
Watch our video and see why you should work with Stonefield Investment Advisory.
Watch our video and see why you should work with Stonefield Investment Advisory.
Services
Stonefield investment Advisory, Inc. is a Registered Investment Advisor. Founded in 1998, Stonefield offers an array of financial planning and asset management services, including but not limited to individuals, pension, profit-sharing and 401k plans, trusts, charitable organizations, small businesses and corporations.
Our advisors at Stonefield will help to guide you through the questions, plan and arrive at answers that will instill confidence in your decisions. There is no better time to plan for the future than in the present. Planning for your retirement should not be taken lightly, so why not get started today.
Each Investment Adviser at Stonefield serves as a fiduciary which holds them to the highest standard of client care. Investment Advisers of a Registered Investment Adviser have a fiduciary duty to their clients. This means they must always act in the best interest of their clients, with the highest level of integrity.
We believe in a holistic approach when it comes to your finances. We can only arrive at the best possible solutions for you and your family when our clients choose to partner with Stonefield Investment Advisors. For a comprehensive review of your personal situation, always consult with a tax or legal Advisor.
Please take a moment to browse our disclosure information, better understanding the practices and procedures you can expect from us. Please contact us with any questions regarding the following information. Investment Advisory Services offered through Stonefield Investment Advisory, Inc. Investment Adviser Representative, Stonefield Investment Advisory, Inc., a Registered Investment Adviser.
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