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Stonewood Financial
Finance · Kentucky, United States · 11-50 Employees
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Overview
Headquarters
950 Breckenridge Ln Ste 130, Louisville,...Phone Number
(502) 588-7155Website
www.stonewoodfinancial.comRevenue
$6.4 MillionIndustry
About Stonewood Financial
Stonewood Financial provides a comprehensive growth platform tailored for independent financial advisors, offering client-facing software, lead generation tools, and extensive training programs. Their services include various analytical reports such as Roth Done Right, Annuity Alpha, and Total Tax Burden, which help advisors demonstrate potential tax savings and investment strategies to clients. With over 8,000 trained advisors and more than 214,000 reports generated, Stonewood aims to empower advisors to close more business and enhance their practices. The company operates independently without commission involvement, partnering with various IMOs and carriers to support advisors in growing their client base.Explore more
Stonewood Financial Org Chart
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Stonewood Financial provides a comprehensive growth platform tailored for independent financial advisors, offering client-facing software, lead generation tools, and extensive training programs. Their services include various analytical reports such as Roth Done Right, Annuity Alpha, and Total Tax Burden, which help advisors demonstrate potential t... Read More
