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 (CFP), 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 will provide you periodic account reviews and recommendations, using My Financial Compass, our online wealth-management tool to keep you on track. And when you have questions, your Financial Advisor is always just a phone call away.
For more information, please call (800) 477-1245, or email us at firstname.lastname@example.org.