Living Stone Wealth Management
As part of my commitment to provide you with the most outstanding independent financial services, I have decided to change my Broker/Dealer affiliation from Voya Financial Advisors to SagePoint Financial. In addition, as part of this transition, I am excited to partner with Bury Financial Group. This change comes as a result of changes Voya has been making over the past year that limit how I manage my business. My affiliation with SagePoint Financial and Bury Financial Group allows me to continue to service my client accounts in the same capacity I have been and will provide opportunity for upgraded service, greater investment options and better reporting capabilities.
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- Investment Management
- Financial Planning
- Company Retirement Plans
- Insurance Planning
Sentiment Analysis
Very informative meeting, answered all my questions and took the time to make sure I understand the decisions that I am making.
She is knowledgable, professional and responsive, always putting her clients' needs first.
Her knowledge and professionalism is much appreciated and I truly trust all of her recommendations.
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