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Services

As a full service investment management firm, Stokes Financial Group is the all-inclusive answer to your financial planning needs.

Focused on providing exemplary service in two main areas, our family owned and operated firm offers Retirement Plan  guidance and Wealth Management Services.

Company Sponsored Retirement Plans -

Stokes Financial Group specializes in business sponsored retirement plans, and is adept in all areas of retirement planning services. We staff a retirement plan specialist and consultant, and we work with business owners, CEOs, CFOs, HR directors, and other executives in a 3(21) fiduciary capacity. To ensure that proper plan management is achieved, we run the plan through an integrated process that is reviewed and refined on a continual basis. Our onsite and online education meetings support HR personnel with plan administration, employee participation, employee education and overall financial wellness for your workforce. Your business is unique and Stokes Financial Group offers unparalleled plan support so that you can make the most out of your company’s retirement plan.

Wealth Management - A full-service financial planning firm, Stokes Financial Group has all areas of your personal and professional wealth management covered. We help individuals, families, and businesses create a more complete financial picture with our comprehensive suite of planning services. Well versed in handling all matters of wealth and investment management, our team is poised to assist you in turning your future dreams, into your current reality.

  • Advisory Services
  • Money Management
  • Estate Planning
  • Insurance Services
  • Trust Services
  • Tax Planning
  • Mortgage Services

Regardless of your current financial needs, Stokes Financial Group takes great pride in caring for the people we work with, and facing life’s many challenges together.