David Stone
Personal Financial Advisors, Inc.
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: $100,000
Title: President
Offering advice since: 1992
Areas of expertise:
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
Further information about David Stone:
We focus on Values Based Financial Planning - the things most important to you!
Central Ohio Financial Planning Association President 2006-2007
Compensation and Fee Structures:
Paid fee only by our clients
Fee is based on a percentage of net worth
Minimum fee is $2,700 per year
Licenses, Certifications & Affiliations:
Certified Financial Planner (R)licensee
Education:
Bachelor of Science, SUNY Albany, 1987
Will provide references upon request?
Yes
Contact Information for David Stone
Phone: (614) 837-7000
Please support us by letting this advisor know you found them through Boomerater
Fax: (614) 834-3396
Address for David Stone:
70 East Columbus St.
Pickerington, OH, 43147
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