Stone Point Investments
Contact
- Address
- W 359 N 5002 Brown Street Suite 104, Oconomowoc, Wisconsin, 53066
- Phone
- (262) 569-3631
- Website
- stonepointinvestments.com/
Business Hours
| Sunday | Closed |
|---|---|
| Monday | 09:00am – 06:00pm |
| Tuesday | 09:00am – 06:00pm |
| Wednesday | 09:00am – 06:00pm |
| Thursday | 09:00am – 06:00pm |
| Friday | 09:00am – 06:00pm |
| Saturday | Closed |
Description
Stone Point Investments, based in Oconomowoc, WI, is a financial services firm dedicated to helping clients reach their financial goals. Our team of experienced advisors provides personalized strategies and expert guidance across a wide range of services, including retirement planning, lifestyle management, investment strategies, tax optimization, estate planning, and overall money management. We take a holistic approach, carefully considering every aspect of your financial life to create a cohesive plan tailored to your unique needs. Our commitment to client education and transparent communication empowers you to make informed decisions about your financial future.