Stone Financial Advisor - San Francisco, California

Overview of Stone Financial Advisor

Located at 1283 Green St, San Francisco, CA 94109, Stone Financial Advisor stands out as a reputable financial planning and investment service provider in the vibrant city of San Francisco. With their phone number being 58496913 and a website accessible at sfadvisor.com, they ensure that potential clients can easily reach out and explore their comprehensive services. The business prides itself on being wheelchair accessible, with an entrance and restroom that accommodate individuals with mobility needs, demonstrating their commitment to inclusivity.

Specialties and Services

Stone Financial Advisor specializes in a wide array of financial services, including financial planning, consulting, and investment services. For individuals such as self-employed professionals navigating the complexities of retirement planning in their 30s, as highlighted by one satisfied client, their expertise proves invaluable. The company's ability to provide actionable advice and well-researched strategies is commendable, ensuring clients make informed decisions about their financial futures.

Client Experience and Opinions

The client feedback for Stone Financial Advisor is overwhelmingly positive, with an impressive average opinion of 5/5 based on 2 reviews on Google My Business. One notable testimonial reads, "Dan helped me understand the complexities of investing for retirement. His advice was not only actionable but also thoroughly researched." This speaks volumes about the high level of service and expertise provided by the advisors at Stone Financial Advisor. Another review echoes a similar sentiment, expressing the highest recommendation for the services offered, highlighting the exceptional quality of their financial planning both on a personal and business level.

Given these glowing reviews, it's clear that clients value the personalized attention and professional guidance Stone Financial Advisor offers. Whether you're starting out or looking to grow your business, they are well-equipped to provide the support you need.

Recommendation

For anyone seeking professional financial advice in San Francisco, Stone Financial Advisor is an excellent choice. Their combination of financial planning expertise, investment services, and a commitment to accessibility makes them stand out. To take the first step towards securing your financial future, visit their website at sfadvisor.com to schedule an appointment. It's recommended to book ahead, given their high level of client satisfaction and the personalized service they offer. Don't miss this opportunity to partner with a team that truly understands the complexities of financial planning and is dedicated to helping you navigate them successfully. Contact Stone Financial Advisor today to begin your journey towards financial security and peace of mind.

👍 Reviews of Stone Financial Advisor

Kevin O.

5/5

Dan helped me figure out the complexities of investing for retirement as a busy self self employed person in my 30s. His advice was actionable and well researched. I’d definitely recommend working with Dan and I plan to have regular check in meetings with him as my business grows.

Eric S.

5/5

Highest recommendation for Dan at Stone Financial Advisor. His expertise in financial planning both personally and for my business has been second to none!