Stone 8 Wealth Management

"I rarely rate businesses - good or bad - but thought this one deserved a special mention. I have nothing but praise for Robert Lo and his team. When my parent passed away 6 years ago, he took us under his wing and helped us navigate through the financial red tape to transfer, consolidate and protect and preserve our assets. Ever since he has guided us with a calm and steady hand amidst personal issues, market ups and downs and global crises. You can trust him to do the same for you and treat you like family."

"My husband and I have used Robert Lo of Stone 8 as our financial advisor for over 20 years. He is knowledgeable, informative and trustworthy. We have been very happy with how he has managed and improved our assets. He is always available and respond to inquiries quickly. He is also a very nice and pleasant person. We cannot be happier with his excellent service. We highly recommend him as a smart and reliable financial advisor. Fereshteh and Frank Westerlund"

"As a former Banker, I was very picky with whom I wanted to have manage my finances. Robert Lo with Stone 8 Wealth Management is not only good with what he does but he is also very personable and always goes out of his way. I strongly recommend Robert Lo with Stone 8 Wealth Management if you are looking for someone trustworthy that is going to be looking out for you with your Finances. Bobby R."

"I have absolutely nothing but positive things to say about Robert Lo. I was referred to Robert by a friend. My friend, his brother and father have all used Robert for years. Robert helped me with my transition into retirement and move out of state, drafting me a financial plan and managing my investments. Robert is always available to assist me and answer my questions. Robert knows his business and is very honest, always putting my needs first. I was recently married and Robert helped my wife by creating a sound financial plan and taking over her investments. Robert made her feel like she was in good hands. Robert helped with the financial merging of our lives leaving us both feeling very confident with our financial future. I highly recommend Robert and his company!"

"I have been working with and trusting Stone 8 Wealth Management with my investments for many years and could not be happier. Robert Lo is wonderful to work with! He is a person with so many admirable qualities---Robert is dependable, trustworthy, kind, optimistic, caring, thoughtful, intelligent, very knowledgeable--- and he is so much fun to work with! When I have questions he provides answers; if I am concerned about a money matter, he calls back quickly to ease my concerns. I highly recommend Stone 8 Wealth Management! It is the best!"