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  2. Products & Services

Products & Services

Stonebrook has access to a wide array of products and services to help grow and protect our clients’ assets.

As an independent wealth management firm utilizing LPL Financial as our broker/dealer and custodian, Stonebrook offers objective financial advice and guidance. We do not sell any proprietary products or have any sales goals. We work with many of the world’s largest and most respected asset managers and have access to world-class market research by leading investment banks and analysts. We offer the following services:

 

Retirement Planning

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Rollover IRA
  • 401(k)
  • 403(b)
  • 457
  • Lifetime income need
  • Employer plan review
  • Retirement plan consolidation
  • Social security strategy

Financial Consulting

  • Individuals
  • Families
  • Business Owners
  • Corporations
  • Nonprofits
  • Corporate Executives
  • Medical Professionals
  • Retirees

Education Planning

  • 529 savings plan
  • Cash value life insurance

Investment Management Services

  • Non-retirement accounts (individual, joint, UTMA/UGMA, trusts)
  • Equities
  • Bonds (tax-free)
  • Bonds (government, corporate)
  • Mutual Funds
  • Exchange traded funds (ETF’s)
  • Index Funds
  • Money market funds
  • CD’s
  • Annuities
  • Asset allocation

Insurance Planning

  • Life Insurance
  • Long-term care insurance

Estate Investment Management

  • Trust accounts
  • Beneficiary planning
  • Legacy planning

Lending

       * Securities-backed line of credit

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Member FINRA/SIPC.

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 914-821-5650

Email: joe.mazzucco@lpl.com

3010 Westchester Ave Suite 200, Purchase, NY 10577

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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: New York, New Jersey, Connecticut, Florida, California, Rhode Island, Illinois, North Carolina, and Hawaii.

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