Stonetapert Employee Benefits & Financial Services

stonetapert was created in 1997 from the merger of stone insurance services and tapert insurance agency. both of these founding companies originated in 1961 when insurance industry veterans j. lawrence stone and donald w. tapert decided to each venture out on their own. decades later, these companies have attained a level of success matched by very few in the industry; with stone carving their niche in financial services including business succession, estate planning and retirement plan services; and tapert making their mark in the full service employee benefits brokerage business. today stonetapert is a world-class organization and one of only a handful to offer the full range of employee benefits and hr services along with advanced financial consulting services for business owners, key executives and employees of both for profit and non-profit organizations throughout southern california. in addition to second generation principals, bruce stone and chuck tapert, stonetapert comprises