Stone Point Financial Group

Stone Point Financial Group

Financial Services Chicago, Illinois, United States 5 employees
Employees
5
Contacts
1
Emails
1

Stone Point Financial Group Overview

Headquarters
Chicago, Illinois, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
5
Founded
2013
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Stone Point Financial Group

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.

Stone Point Financial Group Contact Details

People in AeroLeads
2
With contact data
1
Email contacts
1
50.0% coverage

Stone Point Financial Group Org Chart

Sample employees and titles
Name Title Contact
Dan Olson Financial Advisor
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Jill Tsuji Partner Stone Point Financial Group
Email

Employees by Management Level

Individual contributor 3 profiles
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 1