STONEKIMBRO

At StoneKimbro, we believe in the power of integrated financial wisdom; wisdom that has been battle tested through decades of our team's experience; wisdom that draws out what is important to individuals and organizations and forges a path to help maximize all aspects of their financial future... In a few words, we are a down-to-earth, uber-pragmatic, financial solutions group who never stops adding value to our clients. From retirement and investment planning services to business succession planning, estates and endowments, we are equally comfortable working with individuals and businesses. Our satisfied clients include families and individuals who have a greater sense of security about their future, business owners who are more confident in their legacy, as well as non-profits who have strengthened their ability to deliver on their mission... Socially responsible investing and Environmental, Social and Corporate Governance (ESG) evaluation criteria may be the current "buzzwords",..

Primary location: Irvine United States