Who We Serve


At Stone Press Financial Group, we serve individuals who are committed to securing a prosperous financial future for themselves and their loved ones. Our clients are often at significant crossroads in their lives—be it approaching retirement, receiving an inheritance, or simply realizing the need for a comprehensive financial strategy. They are community-minded, family-focused, and are seeking more than just financial advice; they're looking for a financial partnership. Whether you're just starting your financial journey or are well on your way, our goal is to provide you with professional guidance and personalized strategies that align with your unique life goals. We're here to help you make sound financial decisions that will stand the test of time.

  • Specialized law and first responders
  • Teachers and educators
  • General practitioners
  • Pre-retirees & retirees
  • Professionals & executives
  • Multi-generational families