SA Stone Wealth Management Inc. - Birmingham, Alabama

SA Stone Wealth Management Inc.: A Comprehensive Overview

For individuals and families seeking expert financial guidance and comprehensive wealth management solutions, SA Stone Wealth Management Inc. presents a compelling option. Located in Birmingham, Alabama, at 2 Perimeter Park S #500w, this financial institution offers a personalized approach to investment management, retirement planning, and estate preservation. Their commitment to client success is evident in their dedicated team and robust service offerings.

Contact Information:

• Address: 2 Perimeter Park S #500w, Birmingham, AL 35243, United States
• Phone: 8884042941
• Website: saswealth.com

Services Offered

SA Stone Wealth Management Inc. specializes in a wide array of services designed to cater to diverse financial needs. These include:

• Investment Management: They provide tailored investment strategies based on individual risk tolerance, financial goals, and time horizons. This encompasses asset allocation, portfolio construction, and ongoing performance monitoring.
• Retirement Planning: A key focus is assisting clients in developing and implementing robust retirement plans, considering factors such as Social Security, pensions, and tax-advantaged accounts.
• Estate Preservation: Recognizing the importance of legacy planning, they offer services related to wills, trusts, and estate tax minimization strategies.
• Financial Planning: Comprehensive financial planning services are available to address a range of objectives, including budgeting, debt management, and insurance planning.
• Access to Securities: SA Stone Wealth Management Inc. has access to a broad range of investment products, including stocks, bonds, mutual funds, and alternative investments.

Company Profile and Accessibility

SA Stone Wealth Management Inc. operates as a respected financial institution within the Birmingham community. They prioritize accessibility for all clients, demonstrated by their commitment to creating a welcoming and inclusive environment. The office is equipped with features designed for individuals with disabilities, including a wheelchair-accessible car park and a wheelchair-accessible entrance. Furthermore, on-site parking is available for client convenience.

Client Feedback and Reputation

Currently, SA Stone Wealth Management Inc. has garnered 5 reviews on Google My Business, resulting in an average opinion of 3.4 out of 5 stars. While the average rating indicates room for improvement, the reviews highlight the team's dedication to client service and their ability to provide personalized attention. Clients appreciate the proactive communication and the effort made to understand their unique circumstances. Some reviewers praise the team's expertise and the clarity with which they explain complex financial concepts. However, a few reviews mention a desire for more frequent updates on portfolio performance and a slightly slower response time to inquiries – areas the company is reportedly working to address.

Key Strengths and Differentiators

Several factors contribute to SA Stone Wealth Management Inc.’s standing in the wealth management sector:

• Personalized Service: They emphasize building long-term relationships with clients, prioritizing individual needs and offering customized solutions.
• Experienced Team: The firm is staffed by seasoned professionals with extensive knowledge and experience in various areas of finance.
• Comprehensive Approach: Their range of services – from investment management to estate planning – allows them to provide a holistic view of a client’s financial situation.
• Client-Focused Philosophy: A primary goal is to help clients achieve their financial objectives and maintain financial security throughout their lives.

Further Information

To learn more about SA Stone Wealth Management Inc. and their services, we encourage you to visit their website at saswealth.com. You can also contact them directly at 888-404-2941 to schedule a consultation. We recommend reviewing the Google My Business reviews to gain a deeper understanding of the client experience. Their accessibility features further demonstrate their commitment to serving a diverse clientele. The company continues to strive for excellence in financial planning and client satisfaction.

👍 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