Stokes Financial Group
Stokes Financial Group is dedicated to providing the highest level of objective advisory services to individuals, families, and business owners close to their retirement years with whom we establish a trusted and long lasting professional relationship.
Located in San Diego, California, our firm serves clients primarily living throughout the coastal southern California region. Providing expertise and professionalism in financial manners related to pre-retirement and during retirement, Stokes Financial Group is a family owned and operated firm dedicated to helping you through your life’s stages.
Formed in 1991, our seasoned and experienced team takes pride in being a trusted resource for our clients. Whether you are wanting to explore the thought of selling your successful business or wondering what an early retirement would look like financially, we work with you to plan for your future events and will give you options you feel most comfortable with.