Stoneway Financial Services
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
7363 Rockpoint Ln, Tyler, Texas, 75703, ...Website
www.stonewayfinancial.comRevenue
$9.1 MillionIndustry
About Stoneway Financial Services
Stoneway Financial LLC offers a range of financial services including wealth management, financial planning, retirement planning, investment management, estate planning, and tax planning. The firm aims to assist clients in achieving their vision of true wealth, which encompasses not just financial assets but also personal freedom and legacy. Their target clients include individuals at various life stages, from young professionals to retirees, seeking guidance in managing their finances and planning for the future. With a focus on personalized support, Stoneway Financial acts as a coach and advocate to help clients navigate their financial journeys.Explore more
Stoneway Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.6M
11-50
Private
-
2007
GM
Garrett McGovernPartner and Wealth Advisor, Director of Family Wealth Strategy
<$5M
1-10
Private
-
1985
SM
Shandie MorrisonPlanning & Registered Operations Coordinator & Representative
Stoneway Financial Services Tech Stack
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Stoneway Financial LLC offers a range of financial services including wealth management, financial planning, retirement planning, investment management, estate planning, and tax planning. The firm aims to assist clients in achieving their vision of true wealth, which encompasses not just financial assets but also personal freedom and legacy. Their... Read More
