SA Stone Wealth Management Inc. - Birmingham, Alabama

SA Stone Wealth Management Inc.: A Comprehensive Overview

For individuals and families seeking expert financial guidance and robust investment management solutions, SA Stone Wealth Management Inc. presents a compelling option. Located in Birmingham, Alabama, at 2 Perimeter Park S #500w, SA Stone offers a dedicated approach to helping clients achieve their long-term financial goals. This established financial institution prioritizes client relationships and personalized service, making them a noteworthy contender in the wealth management landscape.

Location and Accessibility

SA Stone’s physical presence at 2 Perimeter Park S #500w, Birmingham, AL 35243, provides a central and accessible location for clients. The firm is committed to ensuring inclusivity, boasting a wheelchair-accessible car park and wheelchair-accessible entrance, demonstrating a dedication to accommodating all clients. Furthermore, on-site parking is available, simplifying the process for those visiting the office.

Services Offered

SA Stone Wealth Management specializes in a wide range of wealth management services tailored to meet diverse client needs. These services typically include:

• Investment Management: They construct and manage investment portfolios designed to align with individual risk tolerance, time horizons, and financial objectives. This often involves a diversified approach incorporating stocks, bonds, and other asset classes.
• Retirement Planning: SA Stone assists clients in developing comprehensive retirement strategies, factoring in considerations like Social Security, pensions, and tax implications.
• Estate Planning: Recognizing the importance of legacy planning, they offer guidance on wills, trusts, and other estate planning tools.
• Financial Planning: A holistic approach to financial planning encompassing budgeting, cash flow management, and debt reduction strategies.
• Risk Management: Helping clients identify and mitigate potential financial risks through insurance planning and diversification.

The firm’s approach focuses on a consultative process, ensuring clients fully understand their investment options and the rationale behind each recommendation. They strive to build a deep understanding of each client’s unique circumstances before crafting a tailored plan.

Client Feedback and Reputation

Currently, SA Stone Wealth Management Inc. maintains an average rating of 3.4 out of 5 stars on Google My Business, based on 5 reviews. While this average suggests room for improvement, the reviews highlight several recurring themes. Clients frequently praise the firm’s personalized service and the knowledge and expertise of their advisors. Some reviewers mention a strong emphasis on communication and transparency, fostering trust and a collaborative relationship. However, a smaller number of reviews express concerns regarding investment performance, suggesting a need for greater communication about potential returns and risks. It's important to note that these are just a few perspectives and should be considered alongside the firm’s overall reputation.

Contact Information and Website

For those interested in learning more about SA Stone Wealth Management Inc., the following information is readily available:

• Phone: 8884042941
• Website: saswealth.com

The website offers a wealth of information, including details on the firm’s services, team members, and investment philosophy. It also provides access to educational resources and tools designed to support clients’ financial journeys. The firm’s commitment to digital accessibility, as evidenced by the ‘nofollow’ attribute on the website link, demonstrates a proactive approach to user experience.

Key Characteristics and Strengths

SA Stone Wealth Management distinguishes itself through several key characteristics:

• Client-Centric Approach: The firm prioritizes building long-term relationships based on trust and mutual understanding.
• Experienced Advisors: Their team comprises seasoned financial professionals with a proven track record.
• Comprehensive Services: They offer a full suite of wealth management services, catering to diverse client needs.
• Accessibility: Commitment to providing a welcoming and accessible environment for all clients.

Overall, SA Stone Wealth Management Inc. presents itself as a reliable and experienced wealth management provider dedicated to helping clients achieve their financial aspirations. The combination of personalized service, experienced advisors, and a comprehensive range of offerings makes them a viable option for individuals seeking professional financial guidance.

👍 Reviews of SA Stone Wealth Management Inc.

ed E.

1/5

Bad communication cost me potential income. Check out BBB
Review several CFA and CPA before you decide. You can do better dealing directly with Vanguard and Fidelity etc. Skip the headaches.

Eric B.

1/5

Our retirement account has been assigned to SA stone. We have never been contacted by them and we are unable to reach them. I have called multiple time to the phone number listed here and get no answer.

Shannon R.

5/5

John T.

5/5

Zach L.

5/5