Planning for your financial future is one of the most important things you will ever do, so having access to resources and objective guidance from a trusted partner can be invaluable. Stone Point Investments has the flexibility to offer access to a wide range of non-proprietary products and services, which means you receive comprehensive financial guidance and an assurance that your best interests come first.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Ixonia Bank and Stone Point Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Stone Point Investments, and may also be employees of Ixonia Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ixonia Bank or Stone Point Investments.
Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency |Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
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.
The financial professionals associated with LPL Financial 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.
Company Details
- Employees
- 2
- Address
- W359n5002 Brown Street Suite 104, Oconomowoc,wisconsin 53066,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Retirement Planning, Investment Management, Financial Planning, Portfolio Review, Investing, Insurance, Asset Allocation, Preservation Strategies.
- HQ
- Oconomowoc, Wisconsin
Stone Point Investments Questions
Stone Point Investments's website is https://www.stonepointinvestments.com/
Stone Point Investments's LinkedIn profile is https://www.linkedin.com/company/stonepointinvestments
Stone Point Investments has
2 employees.
View email and phone details for 2
employees at Stone Point Investments.
Stone Point Investments's industry is
Financial Services
Stone Point Investments's top competitors are
First Financial Solutions,
Legacy Wealth Concepts,
Delmarva Financial Group,
Business For Good,
Balanced Capital,
Your Capital Coach,
Equipartners Llp,
Tremblay Financial Services,
Weddington Advisors,
Anglo Belgian Shipping Company.
Stone Point Investments's categories are Financial Services
