Stone Pine Financial
208 West Front Street, Media, PA 19063
Location & Phone number
208 W Front St, Media, PA 19063, United States
About the Business
Stone Pine Financial, located at 208 West Front Street in Media, Pennsylvania, is a finance institution specializing in retirement planning and investment management. As Certified Financial Planners and Retirement Income Specialists, we cater to clients aged 55 and older with $1 million or more in investible assets. Our focus is on helping clients navigate the transition to retirement and ensuring they have a well-crafted retirement plan that addresses all aspects of their financial life.
At Stone Pine Financial, we understand the unique challenges that retirees face, such as balancing growth and safety in their investment portfolios, managing tax liabilities in retirement, and making informed decisions on healthcare, housing, and estate planning. We work closely with our clients to develop tax strategies, maximize retirement income, and make smart investment decisions that align with their long-term goals.
Our team, led by founders Kevin Manning and Andrew Herron, is committed to providing personalized, high-quality advice and service to our clients. As fiduciaries, we always act in our clients' best interests, helping them retire comfortably and enjoy their hard-earned savings without the fear of running out of money. Whether you are looking to optimize your retirement income, minimize tax liabilities, or plan for long-term financial security, Stone Pine Financial is here to help you every step of the way.
Photos
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
Reviews
"I first came into contact with Stone Pine when I signed up for an online class they offered about Social Security. After two subsequent meetings with Andy Herron, I decided to leave my long-time financial advisor and switch to Stone Pine. Andy asked all the right questions about what I wanted my retirement to look like and it is very obvious that he (and everyone at Stone Pine) truly wants to make it happen for me. On a more objective note, they are all extremely efficient, responsive to questions, and willing to help in any way they can. I cannot recommend them highly enough!"
"I have invested with this firm for several years and have been extremely happy with their services. They are knowledgeable, very personable, attentive, responsive, and have integrity. They also helped me with my aging parent’s investment and I trust them completely."
"Stone Pine has been great for us. Knowledgeable, attentive, trustworthy, personable. Thankful to have our investments with them."
"I love working with Stone Pine Financial--especially in this time when the market is dipping and diving. First of all, I trust these people implicitly--I know without a shadow of a doubt that they are keeping their eyes on my investments and are making prudent decisions based on their knowledge of me. Secondly, I can ask them anything and I get a clear and well explained answer. I have had financial advisors who confused me and seemed irritated with my questions. This has never, ever happened with Stone Pine Financial. They show me respect with every interaction. Dee Giffin Flaherty"
"Amazing experience setting up an account as a first time investor. Extremely educated group and great patience with walking me through every step."
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