Stonemark Wealth Management

Stonemark Wealth Management

Financial Services, 201 S Lk Ave, PASADENA, California, 91101, United States, 11-50 Employees

stonemarkwealth.com

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Who is STONEMARK WEALTH MANAGEMENT

Stonemark Wealth Management offers Estate & Financial Planning, Investment Management, Insurance Services, and Retirement Plan Consulting. Using your goals as a guide, we craft the best s...

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  • 201 S Lk Ave, PASADENA, California, 91101, United States Headquarters: 201 S Lk Ave, PASADENA, California, 91101, United States
  • 2011 Date Founded: 2011
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6211

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Stonemark Wealth Management Org Chart and Mapping

Employees

Michael Van Lieshout

Wealth Management Account Investment Analyst

Melinda Chen

Client Service & Operations Supervisor

Joanne Umaguing

Client Service & Operations Specialist

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Frequently Asked Questions Regarding Stonemark Wealth Management

Answer: Stonemark Wealth Management's headquarters are located at 201 S Lk Ave, PASADENA, California, 91101, United States

Answer: Stonemark Wealth Management's phone number is +16*********

Answer: Stonemark Wealth Management's official website is https://stonemarkwealth.com

Answer: Stonemark Wealth Management's revenue is $5 Million to $10 Million

Answer: Stonemark Wealth Management's SIC: 6211

Answer: Stonemark Wealth Management has 11-50 employees

Answer: Stonemark Wealth Management is in Financial Services

Answer: Stonemark Wealth Management contact info: Phone number: +16********* Website: https://stonemarkwealth.com

Answer: Stonemark Wealth Management offers Estate & Financial Planning, Investment Management, Insurance Services, and Retirement Plan Consulting. Using your goals as a guide, we craft the best solutions for your financial needs. Our motivation is to make sure your future stays on track, and your understanding of the available options is an essential part of the process. Every wealth management firm says they care, but we prove it every day. We stand by our clients and strive to make sure their future plans are obtained. We operate with complete transparency to make sure you fully understand your portfolio and investments. No matter the service we provide, it is done with your best interest in mind. What you can expect: - Stability and loyalty for our clients - A high-level of experience in Wealth Management - Evolving expertise in Capital Markets - Agile and resourceful advisors

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