Your Portfolio

Your Portfolio

Is Our Passion

OUR SERVICES

WHAT WE OFFER

Our philosophy is simple. Provide our clients with the most accurate market and account information, along with communicating that information in a comfortable, approachable way.

There is no better time to plan for the future than in the present. Learn how to set yourself up for future success.

We can help you manage your current 401(k) at your workplace today.

Gain convenience and control wherever you go with a rollover IRA. If you leave an employer, your future goes with you.

Knowing the current state of your finances is essential in financial planning. Let us help you get started.

A comprehensive plan is your best bet in building a strong financial future. Ensure your future is secured financially by working with us.

Our Philosophy Works for You

What does the Stonefield philosophy mean to our clients? It means each client receives a customized investment strategy to fit their exact needs; not a ‘one size fits all approach.’  Watch our video and see why you should work with Stonefield Investment Advisory.

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