Stonewater Financial Group

Stonewater Financial Group

Financial Services 14241 Dallas Parkway 6 employees POSTI
Employees
6
Contacts
2
Emails
2
Phones
1
stonewaterplanning.com LinkedIn

Stonewater Financial Group Overview

Headquarters
14241 Dallas Parkway
Website
stonewaterplanning.com
Industry
Financial Services
Employees
6
Founded
2015
Stock Symbol
POSTI
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Financial Planning Investment Management Risk Management Wealth Maximization Retirement Income Planning Legacy Planning Estate Planning

About Stonewater Financial Group

Our mission at Stonewater Financial Group is to enrich families and communities by delivering superior financial planning and advice. We believe that despite the noise of opinion and financial entertainers, (mathematical) truth partnered with execution stands the test of time and helps produce results. Our Financial Planning clients receive objective strategies custom tailored to their priorities, with ongoing updates and high-touch service. The STONE represents the firm foundation of economic principles and academic research that is the basis of advice, while the WATER represents the ever-changing financial landscape that we must adjust to. Together this philosophy coupled with our team-based approach, help ensure a client’s financial plan to stay the course as their situation evolves.

Stonewater Financial Group Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Stonewater Financial Group Org Chart

Sample employees and titles
Name Title Contact
Cody Sutton, Aif™, Chsnc™ Special Care Planner at Stonewater Financial Group
Email
Omar Khan Financial Planner at Stonewater Financial
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Jodie B. West, Cltc Financial Advisor with Stonewater Financial Group Llc
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Justin Miller, Aif®aams® Financial Planner at Stonewater Financial Group
Email Phone

Employees by Management Level

Individual contributor 4 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0

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