Stonebrook Wealth Partners
Financial Services
Boca Raton, Florida, United States
4 employees
- Employees
- 4
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Stonebrook Wealth Partners Overview
- Headquarters
- Boca Raton, Florida, United States
- Website
- www.stonebrookwealth.com
- Industry
- Financial Services
- Employees
- 4
- Founded
- 2019
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Stonebrook Wealth Partners
Stonebrook Wealth Partners provides financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations. Stonebrook utilizes LPL Financial (member FINRA/SIPC) as its custodian. We work with a geographically dispersed clientele across the nation and have offices in New York and South Florida. The name Stonebrook is derived from the words “stone” meaning strong, and “brook” meaning stream. We are dedicated to helping our clients build a strong retirement income stream. As an independent wealth management firm, Stonebrook serves in a fiduciary capacity in all advisory relationships. We do not have sales quotas or sell proprietary products. We work with many of the world’s largest and most respected asset managers, and have exclusive access to world class market research by leading investment banks and analysts. Services offered through LPL Financial, a Registered Investment Advisor. Member SIPC (sipc.org). The financial professionals associated with Stonebrook Wealth Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit: https://www.stonebrookwealth.com Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Stonebrook Wealth Partners Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Stonebrook Wealth Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Joseph Mazzucco | Founder - Managing Partner | Boca Raton, Florida, United States |
Email
Phone
|
| Alyssa Saponare | Client Service Associate at Stonebrook | Wilmington, North Carolina, United States |
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|
| Abby H. | Client Service Associate at Stonebrook |
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|
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| Francisco Blanco | Founder - Managing Partner - Wealth |
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|
Employees by Management Level
Executive
2 profiles
Associate / junior
2 profiles
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