Stonestreet Financial, Inc. is a financial services company located in Boston, Massachusetts. Our goal is to serve as a financial consultant for our clients; whether we are assisting them with their overall finances, taxes, investments, retirement, or even insurance. We pride ourselves in being a "one-stop-shop" for our clients, providing each with confidence for each of our provided services. If
you're looking to maximize your portfolio for growth, plan for retirement or college, or even protecting your assets with insurance Stonestreet Financial, Inc. is here to help. Below you can find a list of each service that we provide and how we make it special. Financial Planning – We offer full financial plans that can pull in all aspects of your financial life. Insurance Planning – We offer insurance planning services to make sure that the financial security of loved ones is protected in the event of death or disability. Asset Protection – We offer insurance products to protect assets in the event of loss of life or disability. Retirement Planning – 401k/retirement account consolidation and retirement account setup are just the start of the retirement plans that we provide. Investment Strategies – We can offer a strategic investment strategies that are not available thru other channels. College Planning – We can offer traditional 529 plans as well as some innovative products that will help save for college. Estate Planning – We work with estate planning attorneys to preserve estates upon death or disability with insurance products and wills and estate plans. Tax Planning – We work with a CPA to devise tax sensitive/advantaged planning strategies and factor that into the return calculations. Annuities – If a client is looking for a future income stream without the worry of market fluctuations, we can offer a range of annuity products to secure this income stream. Today, more than ever, it is crucial to have a strong financial advocate. keeps abreast of the latest industry changes, utilizes the most effective technologies, and maintains an impeccable reputation for experience and integrity. Start navigating your path ahead with the help from your friends at Stonestreet Financial, Inc. is a Registered Investment Advisor (RIA).
