I first met Linda some 15 years ago when asked to sit in on a presentation to a client. This was the start of a professional relationship that has blossomed and prospered. Linda and her team are savvy and smart and render outstanding service based on excellent product knowledge, efficient administration, and dedication to their client’s needs. Both Linda and her partner Lisa handle all my personal and family business and I confidently recommend them both, backed by the Stone Wealth team, to client and friend alike.
I retired in August 2015 – an exciting but also stressful time of life. Up until the time of my retirement, I had developed relationships with several financial advisors and I decided it was time to choose one company to provide this service exclusively. After meeting a number of advisors (both new and those I had previously used), I decided to move all of my business to Stone Wealth Management. I was impressed with their comprehensive planning, openness to explaining and discussing fees, and generally clear thinking and advice. After years of dealing with the people at Stone Wealth Management, I can say that I have received much more than good financial advice. My team, led by Lisa Praschma, has always displayed care towards me as a person, providing friendship, a great sounding board, calm in troubled economic times – and of course, also provided all the advice one would expect around investments, tax, wills and so much more. The team ensures we meet regularly, follow up on all issues raised and proactively seek ways to enhance the whole planning and management process – nothing is too much effort. I highly recommend Stone Wealth Management.
My husband and I moved our financial portfolio into the capable hands of Linda Stonier in 2009. Since he passed away, Linda has been my guru, my confidante, my advisor… and her professionalism, expertise and her empathy has never wavered. She and her superb team are not only authorities in their field, they have the ability to make every one of their clients feel special and confident that their financial planning is tailor-made to meet their individual needs and circumstances. Thanks to Linda and SWM I am secure in the knowledge that my retirement plan is in safe hands.
We have found the advisors at Stone Wealth Management all extremely professional and friendly. Lisa makes us feel as if we are their only client. I can honestly say, if we were not with Stone Wealth, I do not know where we would be. A great relationship. Thank you Stone Wealth Management.
DOUG & DEBBIE LINDEN
We started working together quite late, I was in my late 30’s and Ralph was in his 40’s. We knew we had to work very hard to accumulate some wealth and we put our heads down and went for it. We didn’t know about financial planning because we were so busy trying to make money. We were introduced to Linda in 2007 and immediately felt comfortable with her. She has given us everything we need in terms of our financial security. It’s been marvelous, we have complete peace of mind.
RALPH & SYLVIA EDMONDS
Linda and her team deliver professional financial planning services and always put their clients’ interests first – We have no hesitation in recommending their services with complete trust and we look forward to a continued relationship with Stone Wealth Management.
GAIL & ALAN SMITH
Dear Linda and your amazing staff, a quick note to express our thanks to you especially, and all your people who have assisted us since 2009 in various ways over the years. You are an amazing crew and have helped us so much to get our act together. Your advice has been extremely valuable, and all the support functions of providing tax information to the Accountants have been a great help.
IAN & BARBARA PALMER
It’s nice to have one place to come to without feeling like a number. Linda has been our financial adviser since 2009 and fully understands my whole big picture. If anything were to happen to either of us, I have complete peace of mind knowing my family will be looked after.
SUE & BILL CUMMING
Thank you for your services over the years. You and your team are always kind, efficient, respectful, and contactable. I am very happy that I decided to put our trust in you and your team.
MAUREEN O MEARA
Three years ago I met Matthew Nothard when I joined Stone Wealth Management as a client. From the first meeting, he made me feel confident and safe. He listened to my woes, handed me tissues to dry my tears, and assured me that I would be in good hands. I have never looked back. Matthew’s attention to detail, his compassion, and patience are very reassuring. He is always available and answers my numerous questions with calmness and confidence, even explaining the same thing several times over so until I really understand. Matthew keeps me informed and updated on a regular basis and our meetings always confirm that I am in safe hands. It’s like going home. Why oh why did I not know about Matthew and Stone Wealth Management eleven years ago.