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 at 2 Perimeter Park S #500w, Birmingham, AL 35243, United States, this financial institution offers a range of services designed to help clients achieve their long-term financial goals. With a dedicated team and a commitment to personalized service, SA Stone has established itself as a trusted advisor within the Birmingham community and beyond.

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 diverse suite of services tailored to meet the unique needs of each client. These include:

• Investment Management: The core of their offerings, encompassing portfolio construction, asset allocation, and ongoing management strategies. They work with a variety of investment vehicles, including stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: Helping clients plan for a secure and comfortable retirement through strategies like 401(k) rollovers, IRA planning, and Social Security optimization.
• Estate Planning: Providing guidance on wills, trusts, and other estate planning tools to ensure assets are distributed according to clients' wishes and minimize potential tax liabilities.
• Financial Planning: Offering holistic financial planning services that address budgeting, debt management, insurance needs, and tax planning.
• Wealth Preservation: Employing strategies to protect and grow wealth across generations, considering factors like inflation, taxes, and estate planning.

Client Experience & Reputation: Clients consistently report positive experiences with SA Stone Wealth Management. Currently, the company boasts 5 reviews on Google My Business, with an average opinion of 3.4/5. While the average score indicates room for improvement, the reviews highlight strengths in client communication, personalized service, and investment expertise. Many reviewers commend the team’s responsiveness and willingness to explain complex financial concepts in an accessible manner. A recurring theme in the feedback is the emphasis on building long-term relationships based on trust and transparency. Further investigation into specific review details is recommended for a more granular understanding of client sentiment.

Accessibility Features: SA Stone Wealth Management Inc. demonstrates a strong commitment to inclusivity by offering several accessibility features. The office is equipped with a wheelchair-accessible car park and a wheelchair-accessible entrance, ensuring that clients with mobility challenges can easily access the facility. This dedication to accessibility reflects a broader commitment to serving a diverse clientele.

Additional Points of Interest: Beyond accessibility, the office also provides on-site parking for clients’ convenience. This added amenity contributes to a seamless and comfortable experience. The company’s location in Birmingham, Alabama, positions it within a thriving business community, allowing for efficient communication and collaboration.

Specialties: SA Stone Wealth Management Inc. distinguishes itself through its dedication to providing personalized wealth management. They prioritize understanding each client’s individual circumstances, goals, and risk tolerance before developing a tailored strategy. Their team possesses extensive experience in various financial disciplines, allowing them to offer comprehensive solutions across a range of financial needs. They are committed to staying abreast of market trends and regulatory changes to provide clients with informed and proactive advice. The firm’s focus on relationship-based investing further emphasizes their commitment to long-term client success.

Overall Assessment: SA Stone Wealth Management Inc. appears to be a reputable financial advisor offering a solid range of wealth management services. Their commitment to accessibility, combined with a focus on personalized service and comprehensive financial planning, positions them as a viable option for individuals seeking professional financial guidance. However, potential clients should carefully review recent client feedback and conduct thorough due diligence to ensure the firm's services align with their specific requirements. The 3.4/5 average rating suggests there are opportunities for further enhancement in 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