Stonekimbro

at stonekimbro, we believe in the power of integrated financial wisdom; wisdom that has been battle tested through decades of our team’s experience; wisdom that draws out what is important to individuals and organizations and forges a path to help maximize all aspects of their financial future. in a few words, we are a down-to-earth, uber-pragmatic, financial solutions group who never stops adding value to our clients. from retirement and investment planning services to business succession planning, estates and endowments, we work primarily with businesses including leadership, key executives and employees, individuals and family estates with extensive experience in non-profits. our difference is clear and relevant. we have core knowledge, not just some, but in all areas of your financial reality and we are here to serve. check the background of this firm on finra’s brokercheck at http://brokercheck.finra.org/ bruce stone, diane kimbro, jacob tujian, and troy folk are investment ad