SA Stone Wealth Management Inc. - Birmingham, Alabama
Address: 2 Perimeter Park S #500w, Birmingham, AL 35243, United States.
Phone: 8884042941.
Website: saswealth.com
Specialties: Financial institution.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, On-site parking.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 3.4/5.
📌 Location of SA Stone Wealth Management Inc.
⏰ Open Hours of SA Stone Wealth Management Inc.
- Monday: 8 am–5 pm
- Tuesday: 8 am–5 pm
- Wednesday: 8 am–5 pm
- Thursday: 8 am–5 pm
- Friday: 8 am–5 pm
- Saturday: Closed
- Sunday: Closed
SA Stone Wealth Management Inc.: A Comprehensive Overview
For individuals and families seeking expert financial guidance and comprehensive wealth management solutions, SA Stone Wealth Management Inc. presents a compelling option. Located in Birmingham, Alabama, at 2 Perimeter Park S #500w, SA Stone offers a personalized approach to investment management, retirement planning, and estate preservation. Their commitment to client success is evident in their strategic location, dedicated team, and focus on long-term financial well-being.
Location and Accessibility
SA Stoneâs physical presence at 2 Perimeter Park S #500w, Birmingham, AL 35243, provides a convenient and professional setting for client consultations. The firm prioritizes accessibility for all clients, offering a wheelchair-accessible car park and wheelchair-accessible entrance, demonstrating a commitment to inclusivity. Furthermore, ample on-site parking is available, ensuring ease of access for visitors. This dedication to physical accessibility underscores SA Stone's client-centric philosophy.
Services Offered
SA Stone Wealth Management Inc. specializes as a financial institution, providing a broad spectrum of services tailored to meet diverse financial needs. These services include:
- Investment Management: They offer a range of investment strategies, including portfolio construction, asset allocation, and ongoing monitoring to help clients achieve their financial goals.
- Retirement Planning: SA Stone assists clients in developing and implementing robust retirement plans, considering factors such as income, expenses, and desired lifestyle.
- Estate Preservation: Recognizing the importance of legacy planning, they provide guidance on estate planning strategies, including trusts, wills, and charitable giving.
- Financial Planning: This encompasses budgeting, cash flow management, and goal setting to ensure clients are on track to meet their short-term and long-term objectives.
- Risk Management: They help clients identify and mitigate potential financial risks through insurance planning and diversification strategies.
Client Feedback and Reputation
Currently, SA Stone Wealth Management Inc. maintains 5 reviews on Google My Business, offering a snapshot of client experiences. The average opinion is 3.4/5, indicating a mixed reception. While some clients have praised the firm's personalized service and expertise, others have expressed concerns regarding communication and investment performance. Itâs advisable for prospective clients to delve deeper into these reviews to form a comprehensive understanding of the companyâs strengths and areas for potential improvement. Further research through independent financial advisory platforms can also provide valuable insights.
Key Features and Benefits
Hereâs a breakdown of key features and benefits associated with utilizing SA Stone Wealth Management Inc.:
| Feature | Description |
|---|---|
| Personalized Approach | Each client receives tailored financial advice and strategies based on their unique circumstances and goals. |
| Experienced Team | The firm boasts a team of seasoned financial professionals with a deep understanding of investment principles and market dynamics. |
| Comprehensive Services | A wide range of services cater to various financial needs, from investment management to estate planning. |
| Client Focus | SA Stone prioritizes building long-term relationships based on trust and open communication. |
| Accessibility Features | Wheelchair accessibility ensures a welcoming environment for all clients. |
Contact Information
To learn more about SA Stone Wealth Management Inc. and explore how their services can benefit you, please visit their website at http://www.saswealth.com/. Alternatively, you can reach them directly by phone at 8884042941. Their dedicated team is readily available to answer your questions and schedule a consultation.
Further Considerations
When evaluating SA Stone Wealth Management Inc., prospective clients should conduct thorough due diligence. This includes researching the firmâs regulatory history, reviewing their fee structure, and discussing their investment philosophy in detail. Comparing their services and fees with those of other financial advisors is also recommended. Understanding their investment approach and aligning it with your own risk tolerance and financial goals is paramount to a successful long-term partnership. The combination of their convenient location, accessible facility, and range of services makes SA Stone a noteworthy contender in the Birmingham wealth management landscape.
👍 Reviews of SA Stone Wealth Management Inc.
