Stonewood Financial Email Format
Financial ServicesKentucky, United States11-50 Employees
Stonewood Financial is a small-to-mid-sized financial services firm based in Louisville, Kentucky. It offers an integrated package that combines software, ready-to-use marketing programs, and coaching to help financial advisors grow their practices and enhance client acquisition. The offering includes prospecting seminars, materials for client meetings, and tailored client reports to support closing decisions. The company targets financial professionals seeking growth, broader client offerings, and compliance with evolving regulations, delivering access via a subscription-based online platform. In 2022, Stonewood Financial launched the Retirement Tax Bill List Builder & Lead Generator, extending its product lineup.