SA Stone Wealth Management Inc. - Birmingham, Alabama

Introduction to SA Stone Wealth Management Inc.

SA Stone Wealth Management Inc. is a prominent financial institution that has established itself as a key player in the wealth management sector, offering tailored financial solutions to individuals and entities seeking professional guidance in investment strategies, asset allocation, and retirement planning. This organization operates with a focus on building long-term client relationships by leveraging expertise in various aspects of financial advisory, ensuring that each client receives personalized attention to their unique financial goals and challenges. As a trusted name in the industry, SA Stone Wealth Management Inc. stands out for its commitment to providing comprehensive financial services that address the complexities of modern wealth accumulation, preservation, and distribution, making it a go-to choice for those looking to optimize their financial futures through strategic planning and disciplined execution.

Location and Contact Details

SA Stone Wealth Management Inc. maintains its primary headquarters at 2 Perimeter Park S #500w, Birmingham, AL 35243, United States, a strategic location within one of Birmingham's key commercial hubs, facilitating easy access for clients and partners alike. This Birmingham-based financial institution benefits from the city's robust economic landscape, which provides ample opportunities for networking and collaboration with other businesses, enhancing its ability to deliver innovative financial products and services. For those seeking to engage with the company, direct contact can be made via telephone at 8884042941, ensuring prompt communication and support. Alternatively, clients can explore the company's official online presence through its website at saswealth.com, where detailed information about services, team members, and resources is readily available. This digital platform serves as a valuable tool for potential clients to learn more about the firm's approach and determine if it aligns with their financial objectives before scheduling an initial consultation.

Services Offered

As a dedicated financial institution, SA Stone Wealth Management Inc. specializes in a range of services that cater to the diverse needs of its clientele, focusing on holistic financial planning and wealth management. The firm's core specialties include investment advisory, retirement planning, and estate management, providing clients with a comprehensive suite of tools to navigate the ever-evolving financial markets. By emphasizing personalized strategies, SA Stone Wealth Management Inc. helps individuals and businesses achieve their long-term financial aspirations, whether it's saving for retirement, funding education, or building a legacy. The company's expertise extends to risk management and tax optimization, ensuring that clients not only grow their wealth but do so efficiently and in compliance with regulatory standards. Furthermore, the institution offers educational resources and market updates to empower clients with knowledge, fostering a collaborative approach where clients feel informed and supported in their financial decisions. This commitment to excellence has positioned SA Stone Wealth Management Inc. as a reliable partner for those seeking stability and growth in an uncertain economic environment.

Accessibility and Facilities

SA Stone Wealth Management Inc. places a strong emphasis on accessibility, ensuring that its physical location is welcoming and convenient for all visitors, including those with mobility challenges. The facility features a wheelchair-accessible car park, providing ample parking for individuals using wheelchairs or other mobility aids, and this is complemented by a wheelchair-accessible entrance that adheres to modern accessibility standards. These amenities reflect the company's dedication to inclusivity and customer comfort, making it easier for clients to attend meetings, consultations, or events without unnecessary barriers. Additionally, on-site parking is available for those who prefer the convenience of parking directly at the premises, reducing the need for external parking arrangements and enhancing the overall experience for clients and guests. By prioritizing these features, SA Stone Wealth Management Inc. demonstrates its commitment to serving a diverse clientele and ensuring that accessibility is not an afterthought but a integral part of its operational framework.

Customer Feedback

Customer feedback plays a crucial role in evaluating the performance and reputation of any financial institution, and SA Stone Wealth Management Inc. has received a total of 5 reviews on Google My Business, offering insights into client experiences and satisfaction levels. Among these reviews, the average rating stands at 3.4 out of 5, which indicates a moderate level of client approval with room for improvement in certain areas. This rating suggests that while the company has successfully addressed the needs of many clients through its services and accessibility features, there may be inconsistencies in service delivery or communication that have influenced some negative feedback. Potential clients interested in learning more about the firm's track record can review these Google My Business reviews to gain a better understanding of common themes, such as responsiveness, expertise, or overall client satisfaction. The average opinion of 3.4/5 serves as a valuable metric for prospective customers to weigh against their own expectations and needs, helping them make informed decisions when considering engagement with SA Stone Wealth Management Inc. in the competitive landscape of financial advisory services.

👍 Reviews of SA Stone Wealth Management Inc.

ed E.

1/5

Bad communication cost me potential income. Check out BBB
Review several CFA and CPA before you decide. You can do better dealing directly with Vanguard and Fidelity etc. Skip the headaches.

Eric B.

1/5

Our retirement account has been assigned to SA stone. We have never been contacted by them and we are unable to reach them. I have called multiple time to the phone number listed here and get no answer.

Shannon R.

5/5

John T.

5/5

Zach L.

5/5