Quality Financial Advice When YOU need it!
At Fieldstone Financial we provide the superior financial services you would expect from a large firm but with the small town atmosphere you like.
At Fieldstone Financial we put the client first.
At Fieldstone Financial we put the client first.
INVESTMENTS
Our financial advisors provide in-depth analysis of your financial situation and goals as they relate to your investments. This may include stocks, bonds, mutual funds, ETF’s or insurance products such as life insurance and annuities. |
ACCOUNTING
Let our professionally trained staff help make your job of running a business that much easier. Most people didn’t start their business because they wanted to be an accountant...but we did. Let us take those headaches off your plate and let you do what you do best-run your business. |
TAXESWhether you’re an individual or business owner, we can help! With over 45 years of experience in tax preparation, you can count on us to prepare your tax returns accurately every time. We also e-file your paperwork and provide advice based on the latest tax laws. |
INSURANCEThere are many kinds of insurance, and not all are right for you. We will help you sort through the confusion. Whether it’s Life, Health, Long-Term Care or some other kind you have questions about, we can help. Our job is to get the right fit at the right time in your life. |
WHAT WE OFFER
Our goal is to provide you with a broad education of your financial picture. We believe all aspects of your finances should be discussed to ensure your goals can be met. We do this by having multiple professionals weigh in when needed. This can include CPAs, investment advisors, tax accountants or insurance professionals, as needed.
About Us
We’ve been around nearly 15 years and we don’t plan on slowing down anytime soon! Our team of professionals have dedicated themselves to providing excellent customer service and adding new services to benefit you.
In fact, over the past five years alone we’ve grown our services to not only include tax preparation, but we added an investment division, an insurance professional and dedicated payroll and bookkeeping staff for our business clients.
In fact, over the past five years alone we’ve grown our services to not only include tax preparation, but we added an investment division, an insurance professional and dedicated payroll and bookkeeping staff for our business clients.
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Have questions? Ready to get started?
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