At Stone Press Financial Group, our mission is to help people achieve their greatest potential, and we do that by creating strategic opportunities for growth. We help our clients potentially maximize their wealth by showing them how and when to implement the right strategies that help them create the lives they want to live. And as advisors, we collaborate, educate, and challenge each other, cultivating a transformative environment where everyone—advisors, clients, and their communities—wins.
Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC. 5925 Carnegie Blvd., Suite 300, Charlotte, NC 28209 (704) 554-6404. Stone Press Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.
National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. Legal and tax advice are not offered. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation. TC136738(1023)3
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Industry
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Financial Services
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Company size
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51-200 employees
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Headquarters
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Charlotte, North Carolina
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Type
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Privately Held
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Specialties
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Wealth Management, Financial Planning, Asset Protection, 401K and IRA Rollovers, Executive Benefits, Succession Planning, Key Person Insurance, Funding Buy-Sell Agreements, Funding Deferred Compensation, Estate Planning, Disability and Extended Care Needs, and Charitable Planning
