As part of our Stonewater Financial family, you're at the heart of everything we do. I believe celebrating our successes is important, and I wanted to share one of our achievements with you. Stonewater Financial has been featured in The LA Jewish Home! This feature article delves into our firm's commitment to empowering our clients, highlighting the personalized strategies and dedicated support we provide to help each of you achieve your financial goals. The journey of financial planning and management is deeply private and unique to each of us. In the article, you'll find stories of how we've navigated challenges and celebrated successes alongside our clients, showcasing the impact of our collaborative approach to financial well-being. Hopefully, these can be inspiring or get you thinking about your situations. We're honored by this recognition and see it as a testament to the trust and relationships we've built. Your success is our success, and every milestone you reach is a shared victory for our team. I warmly invite you to read the article and join us in celebrating this wonderful feature. We hope you find it both informative and captivating. If you have any thoughts, insights, or feedback after reading, please don't hesitate to share them with me. Thank you for being a part of our journey and for allowing us the privilege to be a part of yours. Warmest regards, Steven
Stonewater Financial
Financial Services
Los Angeles, California 92 followers
Stonewater Financial works with our clients to develop risk-adjusted strategies designed to help achieve your goals.
About us
At Stonewater Financial, we build and manage custom financial plans that suit each individual's unique situation. This plan is not just about what money goes where. It's a roadmap for what to do in volatile markets, how to respond to changes in personal circumstances, and what kind of legacy you want to leave.
- Website
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https://www.stonewaterfinancial.com/
External link for Stonewater Financial
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Los Angeles, California
- Type
- Self-Owned
- Specialties
- Estate Planning , Investment Assessment, Cash Flow & Management , Risk Planning, Tax Planning, Retirement Planning, and Estate Planning
Locations
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Primary
1800 Century Park E
230
Los Angeles, California 90067, US
Employees at Stonewater Financial
Updates
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Its never too late. Start your journey today. https://buff.ly/3L6ze6b
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Let's maximize your wealth through smart tax planning! 👉 https://buff.ly/4btPfxL 👈 Securities and advisory services are offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC.
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We are thrilled to congratulate Stephen Kirschenbaum on his recent achievement! Your continuous hard work and dedication in the field of estate planning are truly inspiring. It’s an honor to work with you, and we look forward to witnessing your continued success and future accomplishments. Here's to many more milestones together! 🌟 #Congratulations #Achievement #EstatePlanning #SuccessStory #Teamwork
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Steven Bernstein and Diedre S Lind share how to maximize every penny you give and its impact. For more insights into the practical and financial aspects of philanthropy, check out the full recap of the webinar at https://buff.ly/3RNb6Jh Securities and advisory services are offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC.
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The perfect guy doesn’t exists.... But Steven does! ✅ Find your financial soulmate and get your finances on the right track! Book Your Date Today👉 https://buff.ly/4cxL0Co
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Ready for a smoother journey through life's ups and downs? Be proactive with Stonewater Financial. 👉 https://buff.ly/3yQFjkl 👈 Securities and advisory services are offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC.
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Imagine, plan, achieve. Your dreams are my mission! Let's make it happen together! Schedule an appointment today. https://buff.ly/3W5MGxc
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Steven Bernstein and Diedre S Lind talk about how to make a difference as a business owner. For more insights into the practical and financial aspects of philanthropy, check out the full recap of the webinar at https://buff.ly/45RbgFx Securities and advisory services are offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC.