StoneKimbro
Los Angeles, United States (US) · Finance and Banking
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#investment management
#business succession
#wealth logistics
#trust & estate planning
#disability & life insurance
#tax planning & preparation
#executive benefits
#non-qualified deferred compensation
#endowments & general funds
#corporate retirement plans
StoneKimbro is a Los Angeles-based financial solutions group specializing in retirement, investment, and estate planning services for individuals, businesses, and non-profits.We serve clients seeking comprehensive financial guidance, including business succession planning, tax-smart strategies, and wealth protection.StoneKimbro distinguishes itself through its Lifecycle Advisory Team, comprised of experienced specialists who collaborate to create integrated financial plans that address diverse needs – from retirement readiness to legacy building.
Overview
We serve clients seeking comprehensive financial guidance, including business succession planning, tax-smart strategies, and wealth protection.
StoneKimbro distinguishes itself through its Lifecycle Advisory Team, comprised of experienced specialists who collaborate to create integrated financial plans that address diverse needs – from retirement readiness to legacy building. Our approach combines decades of collective expertise with a commitment to socially responsible investing and ESG evaluation.
We are dedicated to helping our clients achieve their financial goals with clarity, confidence, and a focus on long-term security. StoneKimbro – Your complete financial future built wisely.
Contact Details
Los Angeles, United States (US), 825 Colorado Blvd
+1
Company Type
Partnership
Employees
10-20
Categories
Keywords
#investment management
#business succession
#wealth logistics
#trust & estate planning
#disability & life insurance
#tax planning & preparation
#executive benefits
#non-qualified deferred compensation
#endowments & general funds
#corporate retirement plans
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