-
February 2023 by M S
I first came into contact with Stone Pine when I signed up for an online class they offered about Social Security. After two subsequent meetings with Andy Herron, I decided to leave my long-time financial advisor and switch to Stone Pine. Andy asked all the right questions about what I wanted my retirement to look like and it is very obvious that he (and everyone at Stone Pine) truly wants to make it happen for me. On a more objective note, they are all extremely efficient, responsive to questions, and willing to help in any way they can. I cannot recommend them highly enough!
-
February 2023 by Karen Calastri
I have invested with this firm for several years and have been extremely happy with their services. They are knowledgeable, very personable, attentive, responsive, and have integrity. They also helped me with my aging parent’s investment and I trust them completely.
-
February 2023 by Raphael Cutrufello
Stone Pine has been great for us. Knowledgeable, attentive, trustworthy, personable. Thankful to have our investments with them.
-
February 2023 by Dee Giffin Flaherty
I love working with Stone Pine Financial--especially in this time when the market is dipping and diving. First of all, I trust these people implicitly--I know without a shadow of a doubt that they are keeping their eyes on my investments and are making prudent decisions based on their knowledge of me. Secondly, I can ask them anything and I get a clear and well explained answer. I have had financial advisors who confused me and seemed irritated with my questions. This has never, ever happened with Stone Pine Financial. They show me respect with every interaction.Dee Giffin Flaherty
-
February 2021 by Daniel Kline
Excellent detail to all concerns
-
February 2021 by Clerance Smith
Amazing experience setting up an account as a first time investor. Extremely educated group and great patience with walking me through every step.
