StoneKimbro

At StoneKimbro, we believe in the power of integrated financial wisdom; wisdom that has been battle tested through decades of our teams 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 work primarily with businesses including leadership, key executives and employees, individuals and family estates with extensive experience in non-profits....

Investment management,business succession,wealth logistics,trust & estate planning,disability & life insurance,tax planning & preparation,executive benefits,non-qualified deferred compensation,tax planning & preparation,endowments & general funds,corporate retirement plans,corporate owned life insurance (coli),retirement plan consulting 403(b),401(k),457(b),endowment & general investment fund mgt.,individualized participant education,plan consulting 401(k),403(b) 457(b),457(f),defined benefit,fiduciary services,investment due diligence,individualized participant education,compliance services,and financial education

Stonekimbro operates in the Financial services industry.

Stonekimbro's revenue is 11m - 100m

Stonekimbro has 11 - 50 employees.