Stonebrook Wealth Management
3010 Westchester Avenue, Harrison, NY 10577
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Stonebrook Wealth Management, located at 3010 Westchester Avenue in Harrison, New York, provides financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations. As an independent wealth management firm utilizing LPL Financial as its custodian, Stonebrook offers personalized advice and guidance tailored to each client's specific needs. With offices in New York and South Florida, the team at Stonebrook is dedicated to helping clients build a strong retirement income stream and achieve financial independence. With access to a wide array of products and services, Stonebrook strives to simplify its clients' financial lives and provide them with confidence on their journey to financial security. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor, with representatives available to assist residents in New York, New Jersey, Connecticut, Florida, Rhode Island, Illinois, North Carolina, and Hawaii.
Reviews
"Working with Joe was a pleasure. My wife and I benefited greatly from our review. Joe took the time to understand our financial needs and goals. I highly recommend!"
"Joe earns your trust. His knowledge has been grown over the last 15-years building wealth for his clients, their families, and friends. It’s tough to make the decision to partner with a professional. You use electricians, plumbers, mechanics, and architects. These professionalS we use, yet hesitate when it’s our money. Stick with a professional like Joe, you might make a good and trusted friend!"
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