Stonewood Financial

  • Financial Services
  • Louisville KY
  • 12 employees
  • Insurance
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Company Overview

Headquarters
950 Breckenridge Ln Ste 130, Louisville KY
Website
stonewoodfinancial.com
Phone
(502) 588-7155
Employees
12
Founded in
2001
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$6B

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Who is Stonewood Financial

Stonewood Financial is a company based in Louisville, Kentucky, with 12 employees and $6.4 million in annual revenue. Stonewood Financial offers a suite of software, marketing programs, and training and coaching services designed to help businesses grow. Their offerings include seminars and lead generation tools for prospecting, brochures and handouts for client meetings, and customized client reports. These tools aim to provide advisors with proven sales and marketing approaches. Stonewood Financial's subscription-based website provides advisors with the resources to grow their practices, diversify their client offerings, and stay compliant with regulatory requirements. Advisors can join Stonewood Financial's subscription-based website at StonewoodFinancial.com. Additionally, they can connect with the company on social media platforms Twitter and Facebook.

Company Leadership

Becky Ruby Swansburg

Chief Executive Officer

Phone Email
Delphine Evans

CAO and Director of Client Services

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Stonewood Financial Industry Tags

Indexed Universal Life Insurance
Custom Marketing Programs for IUL
IUL Growth Strategies
IUL Proposal Software
IUL Client Reports and Proposals
Insurance
Insurance Agents
Brokers
and Service
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6M 70 San Francisco, CA 2016
6M 59 Raleigh, NC 1990
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FAQ

What is the location of Stonewood Financial's headquarters?
The headquarters of Stonewood Financial are situated at 950 Breckenridge Ln Ste 130, Louisville KY
What is Stonewood Financial's phone number?
Stonewood Financial's contact number is (502) 588-7155.
What is Stonewood Financial's official website?
The official website of Stonewood Financial can be found at stonewoodfinancial.com.
What is Stonewood Financial's current revenue?
As of May 2012, Stonewood Financial's annual revenue reached $6B.
How many employees does Stonewood Financial currently have?
Stonewood Financial employs approximately 12+ people as of May 2012
Which industries is Stonewood Financial primarily operating in?
Stonewood Financial operates in the following industries: Credit, Finance, Health Insurance
Who is the Chief Executive Officer of Stonewood Financial?
Stonewood Financial's Chief Executive Officer is Becky Ruby Swansburg
What are Stonewood Financial's industry tags?
Stonewood Financial's industry tags include: Indexed Universal Life Insurance, Custom Marketing Programs for IUL, IUL Growth Strategies
When was Stonewood Financial founded?
Stonewood Financial was founded in 2001.

Employee Directory

Key Employees

Martin Ruby

Founder and Chairman

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Tyler Randall

National Sales Manager

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Neil Wilding

Chief Operating Officer

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Laura Deignan

Marketing Manager

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