Founded 2004 • Angie's List since June 2012
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Randall Stone Financial Planning & Real Estate works with individuals to help them identify their financial goals and coordinating them into action. They help in selecting appropriate investments designed to meet portfolio objectives, such as retirement and estate planning, saving for education expenses, or planning for specific needs such as real estate investments, tax deferment or tax reduction. This includes 401k, 403b, 457, IRA, stocks, investment planning, and savings goal management.
On a limited basis, Randall Stone Financial Planning provides pro-bono consultation with individuals in need of consumer credit counseling - strictly on a case by case basis.