Stone House Investment Management

EST. AUM
$841,676,886

CONTACTS
2

CLIENT ACCOUNTS
2,833

Firm Details

Metro area Philadelphia
CRD Number 139410
Website stonehouseinv.com
Client types

Overview

Stone House Retirement Income Planners offers more than quick financial answers. The company works with individuals, families, small businesses, and others to ensure each opportunity makes a positive, lasting difference in the lives of their clients. When clients work with Stone House, it is personal. Their Advisors begin by assessing the client's goals, concerns, and current situation. This is the client's retirement, and Stone House aims to help them accomplish their dreams. The best feature of their Advisors is that they actually listen. It is not about having clients sign a disclosure or fill in check boxes on a list; it is about hearing what is most important to the client and ensuring that the advice they are giving shares that same priority. From that point on, the client is no longer flying solo. The Stone House team is the client's team. From day one to the years ahead, whenever life throws the client the next curve ball, Stone House is on their side. The company is dedicated to providing investment management and strategic wealth planning. Simply put, Stone House provides a dedicated team to support their clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Stone House Investment Management

Platform Details

Investment Preferences

Alternative Activity

Address

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