Stone Point Financial Group is an independent life insurance planning firm specializing in custom solutions designed to help affluent individuals, corporate executives, entrepreneurs and companies accumulate, manage and preserve their wealth.
Often working in partnership with our clients’ advisors such as investment professionals, CPAs, attorneys, bank trust officers and property & casualty firms, we listen carefully to your goals and assess your situation, opportunities and risks. This forms the basis of thoughtful design, implementation and management of strategies tailored to protect your financial interests and help you achieve your business and personal goals.
Contact us to learn more about how Stone Point Financial Group can bring clarity, precision and forethought to helping you transform vision into reality.
312-445-9440 www.stonepointfg.com info@stonepointfg.com
Securities offered through ValMark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio 44333. (800) 765-5201. Stone Point Financial Group is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 150 S Wacker Dr, Chicago,illinois 60606,united States
- Phone
- +1-312-445-9440
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- stonepointfg.com
- Keywords
- Insurance, Estate & Charitable Planning, Business Risk Management, Executive Retirement Plans, Business Continuation Planning, Buy-Sell Agreements, Key Person Insurance, Long Term Care Protection, Life Settlements, Annuities.
- HQ
- Chicago, Illinois
- Competitors
Stone Point Financial Group Questions
Stone Point Financial Group's helpline number is +1-312-445-9440
Stone Point Financial Group's website is stonepointfg.com
Stone Point Financial Group's LinkedIn profile is https://www.linkedin.com/company/stone-point-financial-group
Stone Point Financial Group has
5 employees.
View email and phone details for 5
employees at Stone Point Financial Group.
Stone Point Financial Group's industry is
Financial Services
Stone Point Financial Group's categories are Financial Services
Stone Point Financial Group's founding year is 2013
