Stoneford Advisors

We are hiring! Check out the role! Email us at [email protected]. Reach out if you know anyone looking for a role with a growing company! Other roles we are hiring for this year: Director of Financial Planning, Certified Financial Planner Tax Director Director of Retirement Plan Sales

Stoneford Advisors is thrilled to announce our partnership, venture, and shared leadership with Auxilio Essentials. At Stoneford, we are grateful to work with multiple associations running retirement and insurance plans. We are grateful to all of our personal wealth clients. As a result of this work, we believe we should enhance our offering, which is why we are thrilled with this venture. Auxilio Essentials now offers Tax planning and preparation services, bookkeeping, and payroll. Reach out to our team, or to Auxilio, and schedule a call to see how we can better serve you! www.stoneford.com/tax www.auxilioessentials.com

From all of us here at Stoneford Advisors, to all who celebrate: Merry Christmas!

To all who celebrate, Happy Thanksgiving! We are thankful for clients, partners, those we have yet to meet, and most of all- our families!

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Delighted to Announce! Stoneford Advisors Welcomes Niché Caldwell! Say hello and welcome our new Associate Wealth Advisor and Operations Manager, Niché Caldwell! Niché brings a decade of experience working with clients to achieve their ultimate goals in starting and running their businesses seamlessly, and we're thrilled to have her expertise on board. With a background in business strategy, brand creative and operations, Niché is passionate about helping individuals, families and businesses reach their full potential. Please join us in welcoming Niché to the Stoneford family! #NewHire #StonefordAdvisors #WealthManagement #FinancialPlanning

Greater flexibility. Affordable coverage. We offer benefit solutions that make a difference.

When you have an insurance or retirement plan with Stoneford, you can leverage our team to strengthen the well-being of your community with various participant services. For your employees, we can offer: ? Financial Planning ? Risk Planning ? Estate Planning ? Tax Planning ? And more Explore our options: https://hubs.li/Q02NfhYB0

Benefits planning for your employees can be more complicated than it needs to be. We’ve worked hard to create an efficient, hassle-free process. Get a quote today: https://hubs.li/Q02NpBpT0

Our team is here to lighten your load and guide you through the process.