We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Stonebrook Wealth Management provides financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations. Stonebrook utilizes LPL Financial (member FINRA/SIPC) as its custodian. We work with a geographically dispersed clientele across the nation and have offices in New York and South Florida.
My husband and I have been working with Joe for over 16 years. We are so grateful to him and his staff for their expert advice and for providing the highest quality of service possible. We highly recommend Stonebrook to anyone who needs investment advice or retirement planning. Thanks to them, we can sleep at night without worry.
Diane S, Palm Beach, FL
Joe is a pleasure to work with. His guidance is genuine, and his advice has always been in the best interest of me and my family. Whether your plans are short-term or long-term, Joe will listen and offer the best advice for your future, and your comfort zone.
Charlie G, Westchester, NY
Stonebrook considers our risk tolerance which makes us feel at ease in both rising and declining markets. Our advisor always responds to our inquires and informs us of major changes in the portfolio. We feel comfortable discussing all of our financial decisions with our advisor.
Paul and Karen G, Westchester, NY
Disclosures:
These statements are testimonials by clients of the financial professional as of 09/26/2023. The clients have not been paid or have not received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.
