Stonebrook Wealth Partners
Company

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
Industry
Financial Services
Employees
4
Founded
2019
Funding
,
NAICS
Finance and Insurance
Monetary 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 Contact
Joseph Mazzucco Founder - Managing Partner
Email Phone
Alyssa Saponare Client Service Associate at Stonebrook
View
Abby H. Client Service Associate at Stonebrook
View
Francisco Blanco Founder - Managing Partner - Wealth
View

Employees by Management Level

Executive 2 profiles
Associate / junior 2 profiles

Compare Similar Companies to Stonebrook Wealth Partners