Stone Point Financial Group
@stone_point_financial_group
Chicago, Illinoishttp://stonepointfg.com Financial ServicesOverview
About Stone Point Financial Group
Stone Point Financial Group is an independent life insurance planning firm specializing in custom solutions designed to help affluent individuals, corporate executives, entrepreneurs and companies accumulate, manage and preserve their wealth.
Often working in partnership with our clients’ advisors such as investment professionals, CPAs, attorneys, bank trust officers and property & casualty firms, we listen carefully to your goals and assess your situation, opportunities and risks. This forms the basis of thoughtful design, implementation and management of strategies tailored to protect your financial interests and help you achieve your business and personal goals.
Contact us to learn more about how Stone Point Financial Group can bring clarity, precision and forethought to helping you transform vision into reality.
312-445-9440  www.stonepointfg.com  [email protected]
Securities offered through ValMark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio 44333. (800) 765-5201. Stone Point Financial Group is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
Often working in partnership with our clients’ advisors such as investment professionals, CPAs, attorneys, bank trust officers and property & casualty firms, we listen carefully to your goals and assess your situation, opportunities and risks. This forms the basis of thoughtful design, implementation and management of strategies tailored to protect your financial interests and help you achieve your business and personal goals.
Contact us to learn more about how Stone Point Financial Group can bring clarity, precision and forethought to helping you transform vision into reality.
312-445-9440  www.stonepointfg.com  [email protected]
Securities offered through ValMark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio 44333. (800) 765-5201. Stone Point Financial Group is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
