Stone Wealth Strategies - Frisco, Colorado

Address: 699 Summit Blvd f, Frisco, CO 80443.
Phone: 9706680772.
Website: stonewealthstrategies.com
Specialties: Investment service, Bookkeeping service, Financial consultant, Payroll service, Tax consultant, Tax preparation.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 3/5.

📌 Location of Stone Wealth Strategies

Stone Wealth Strategies 699 Summit Blvd f, Frisco, CO 80443

⏰ Open Hours of Stone Wealth Strategies

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Stone Wealth Strategies: Una Empresa de Asesoramiento Financiero de Confianza

Ubicación y Dirección

Stone Wealth Strategies se encuentra ubicada en 699 Summit Blvd, Frisco, CO 80443, lo que la hace accesible para personas que buscan asesoramiento financiero en la zona.

Teléfono y Página Web

Para contactar con Stone Wealth Strategies, puede llamar al 9706680772 o visitar su página web en stonewealthstrategies.com.

Especialidades

Stone Wealth Strategies ofrece una variedad de servicios, incluyendo:

Asesoramiento de inversión

Servicio de contabilidad

Asesoramiento financiero

Servicio de pagos

Asesoramiento y preparación de impuestos

Asesoramiento fiscal

Puntos de Interés

Algunos de los puntos de interés de Stone Wealth Strategies incluyen:

Entrada y aparcamiento accesible para sillas de ruedas

Servicio al cliente dedicado y profesional

Opiniones

Aunque Stone Wealth Strategies tiene solo 4 revisión en Google My Business, la opinión general es muy positiva. Los clientes han mencionado que Larry Stone es extremadamente conocedor y proporciona un servicio excepcional. Ha logrado conseguir grandes ahorros legales para sus clientes, lo que ha llevado a una alta satisfacción entre los clientes.

Características

Stone Wealth Strategies cuenta con:

Un equipo de profesionales experimentados y especializados

Un enfoque personalizado en las necesidades de cada cliente

Un servicio al cliente dedicado y dispuesto a responder a todas las preguntas

Una variedad de servicios para satisfacer las necesidades financieras de los clientes

Recomendación Final

Si está buscando un asesoramiento financiero confiable y personalizado, Stone Wealth Strategies es una excelente opción. Su equipo de profesionales está listo para ayudarle a lograr sus objetivos financieros y a ahorrar dinero a largo plazo. Visite su página web y contacte con ellos hoy mismo para obtener más información

👍 Reviews of Stone Wealth Strategies

Stone Wealth Strategies - Frisco, Colorado
Manfred C.
5/5

I have had the great fortune of hearing Larry Stone give several Tax reduction / elimination Seminars. I and my clients were very impressed on Larry explaining deductions to reduce or eliminate taxes that other CPA's I have worked with did not know or did not explain. He is extremely knowledgeable and he and his staff provide excellent service.
All my clients have been very pleased in the substantial legal tax savings Larry Stone was able to achieve.
I can highly recommend Stone CPA, LLC.

Stone Wealth Strategies - Frisco, Colorado
Tyler G.
1/5

We really did not get any value from this company's services. Larry showed up to our first meeting assuming that my wife and I were going to quit our jobs to become real estate professionals, which we had already communicated was not our plan because we needed our W2 income, and that's a huge assumption to begin with.

Once I explained this again in person during our first meeting, he came up with another half baked plan on the spot that still didn't meet our needs because we didn't currently own a revenue producing business that was considered "active" from a tax standpoint and didn't feel comfortable deducting losses that were effectively for a hobby without some kind of proof of revenue.

At the end of the day, we spent $3k on a plan that did nothing for us. We also asked several questions during the sessions about how to document expenses and what services were offered to help us do it correctly, and nothing was included, so for a couple hours on the phone and a "plan" that took about half a second to cook up on the spot, we really didn't feel this charge was justified, and the professionalism in terms of being on time and prepared for meetings was also very poor. We would not work with this company again.

Stone Wealth Strategies - Frisco, Colorado
tracee F.
1/5

If I could give 0 stars I would. Larry cancelled our first appointment and rescheduled for 2/19. When my husband and I arrived for our 4pm appointment the door was locked. Larry open the door wearing shorts and no shoes. He claimed he forgot about our appointment. He was short and rude. Needless to say, we will be seeking services elsewhere.

Stone Wealth Strategies - Frisco, Colorado
Pat B.
5/5

His staff is up to date on taxes and has saved me a lot of IRS problems over the years. You get what you pay for. Stone CPA is not for you if you want someone to ask did anything change from last year and punch in a number.

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