Stone Financial

Business Services · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

34 W Lancaster Ave, Reading, Pennsylvani...

Phone Number

(610) 775-9900

Revenue

<$5 Million

Industry

Business Services Finance Project Management Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Stone Financial

Stone Financial is a financial consulting firm located in Shillington, PA, specializing in personalized consulting services for individuals, families, pre-retirees, retirees, and business owners. The firm focuses on retirement planning, investment strategies, and safeguarding assets, with a particular emphasis on the unique needs of union workers through their UnionAdvantage program. Their experienced advisor team aims to educate clients on financial strategies to help them confidently pursue their financial goals. Stone Financial is dedicated to providing comprehensive financial services that adapt to the evolving needs of their clients.Explore more
Popular SearchesStone Financial LLCStone FinancialStonefinancialStone Financial - LLCSIC Code 87,874NAICS Code 54,541Show more

Stone Financial Org Chart

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Vice President, Marketing

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stone Financial

<$5M
1-10
Private
-
2011
GS
George SteinVice President, Marketing
$8.3M
11-50
Private
-
1996
<$5M
1-10
Private
-
1996
CC
Cameron CassedyVice President
<$5M
1-10
Private
-
1988
PR
Peter RobinsonAdvisor and Vice President and Tax Preparer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
WR
W. RouthPresident & CEO
<$5M
1-10
Private
-
2007
N/A
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Stone Financial is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Stone Financial is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Stone Financial.

Stone Financial Tech Stack

A closer look at the technologies used by Stone Financial

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Frequently Asked Questions Regarding Stone Financial

What is Stone Financial's official website?
Stone Financial's official website is www.stonefinancialonline.com
What is Stone Financial's Revenue?
Stone Financial's revenue is <$5 Million
What is Stone Financial's SIC code?
Stone Financial's SIC: 87,874
What is Stone Financial's NAICS code?
Stone Financial's NAICS: 54,541
How many employees does Stone Financial have?
Stone Financial has 1-10 employees
What industry does Stone Financial belong to?
Stone Financial is in the industry of: Business Services, Finance, Project Management
What is Stone Financial competition?
Stone Financial top competitors include: Ridge Capital Management, David Routh, Orbis Wealth Consulting, Cassedy Financial Group
What technology does Stone Financial use?
Some of the popular technologies that Stone Financial uses are: Microsoft 365, Amazon Web Hosting, Microsoft Exchange Online
How do I contact Stone Financial?
Stone Financial contact info: Phone number: (610) 775-9900 Website: www.stonefinancialonline.com
What does Stone Financial do?

Stone Financial is a financial consulting firm located in Shillington, PA, specializing in personalized consulting services for individuals, families, pre-retirees, retirees, and business owners. The firm focuses on retirement planning, investment strategies, and safeguarding assets, with a particular emphasis on the unique needs of union workers t... hrough their UnionAdvantage program. Their experienced advisor team aims to educate clients on financial strategies to help them confidently pursue their financial goals. Stone Financial is dedicated to providing comprehensive financial services that adapt to the evolving needs of their clients.Read More

Is Stone Financial a public company?
Stone Financial is private company therefore does not currently have an official ticker symbol
See more information about Stone Financial

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