Your Portfolio

Your Portfolio

Is Our Passion

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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.

Retirement Planning

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

401K Management

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

IRA Rollovers

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

Financial Needs Analysis

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

Additional Services

A comprehensive plan is your best bet in building a strong financial future.

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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