Broker Check

Retirement Redefined Acres of Diamonds Investments Surprises

WELCOME TO JOHN STOKES FINANCIAL

Committed to Your Financial Success

John Stokes Financial is a privately held wealth-management firm based in Irvine, California, and with offices throughout California. As we continue to grow we stay focused on meeting the financial needs of corporate and individual clients through personalized attention and proprietary services unique in the financial world.


Offering unique services

Many of our clients are Professionals in TransitionSM who find themselves at a crossroads personally and professionally, due to career changes or retirement decisions. Through our educational Transition and ThriveTM workshops and individualized counseling, our dedicated team of financial professionals helps you navigate through these life changes on a path toward financial success.

The firm is nationally recognized for strong financial expertise and extensive knowledge of state-and-federal benefits for those in transition. Over 500 corporations have sought our workshops and services, and today our clientele includes many of America’s leading corporate professionals.

 

Providing personal attention

Our exceptional service begins with getting to know you, your life challenges and goals. With this understanding, we ensure a comprehensive financial-planning experience for you by offering financial insights, exploring relevant investment strategies, and ultimately designing your customized portfolio.

But it doesn’t end there. Our Certified Financial Planners, Financial Advisors, Insurance Agents, Employee Benefits Specialists, and Trust Attorneys work closely together to monitor your account in view of any economic or investment impacts. Your personal Financial Advisor follows up with you to provide periodic account reviews and recommendations, using our online My Financial Compass, wealth-management tool to keep you on track. And when you have questions, your advisor is always just a phone call away.


Contact us

For more information, please call (800) 477-1245, or email us at info@johnstokesfinancial.com.

Helpful Content

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.