Stonewater Financial Group

  • Financial Services
  • Dallas TX
  • 8 employees
  • Financial Services
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Company Overview

Headquarters
14241 Dallas Parkway Suite 1200, Dallas TX
Website
stonewaterplanning.com
Employees
8
Founded in
2015
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Stonewater Financial Group

Stonewater Financial Group is a financial planning firm located in Dallas, Texas. Founded with a commitment to delivering superior financial advice, the company employs 8 individuals and generates annual revenue of $2.5 million. Stonewater Financial Group specializes in providing objective, customized financial planning strategies tailored to each client's unique priorities. They offer ongoing updates and personalized service to ensure their clients' financial plans remain relevant as their circumstances evolve. Their philosophy, symbolized by the combination of "STONE" representing economic principles and "WATER" representing the dynamic financial landscape, emphasizes the importance of grounding advice in proven principles while adapting to changing market conditions. Clients seeking personalized financial guidance can connect with Stonewater Financial Group through their website, stonewaterplanning.com.

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FAQ

What is the location of Stonewater Financial Group's headquarters?
The headquarters of Stonewater Financial Group are situated at 14241 Dallas Parkway Suite 1200, Dallas TX
What is Stonewater Financial Group's official website?
The official website of Stonewater Financial Group can be found at stonewaterplanning.com.
What is Stonewater Financial Group's current revenue?
As of August 2023, Stonewater Financial Group's annual revenue reached $3B.
How many employees does Stonewater Financial Group currently have?
Stonewater Financial Group employs approximately 8+ people as of August 2023
Which industries is Stonewater Financial Group primarily operating in?
Stonewater Financial Group operates in the following industries: Finance, Credit
When was Stonewater Financial Group founded?
Stonewater Financial Group was founded in 2015.

Employee Directory

Key Employees

Jodie Benevitae

Holistic Financial Advisor

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