Stone Wealth Strategies - Frisco, Colorado

Address: 699 Summit Blvd f, Frisco, CO 80443.
Phone: 9706680772.
Website: stonewealthstrategies.com
Specialties: Investment service, Bookkeeping service, Financial consultant, Payroll service, Tax consultant, Tax preparation.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 3/5.

📌 Location of Stone Wealth Strategies

☎️9706680772

⏰ Open Hours of Stone Wealth Strategies

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Stone Wealth Strategies

Located in Frisco, Colorado, Stone Wealth Strategies offers a comprehensive range of financial services designed to help individuals and businesses achieve their financial goals. The company is situated at 699 Summit Blvd, Frisco, CO 80443, making it easily accessible for clients from the surrounding areas.

Services and Specialties

Stone Wealth Strategies provides a variety of services, including:

Investment Service: Expert guidance on investment options and strategies to help clients grow their wealth

Bookkeeping Service: Accurate and timely bookkeeping to ensure financial records are up-to-date and secure

Financial Consultant: Personalized advice on financial planning and budgeting to achieve long-term financial stability

Payroll Service: Comprehensive payroll management to ensure employees are paid accurately and on time

Tax Consultant: Expert tax planning and preparation to minimize tax liabilities and maximize refunds

Tax Preparation: Expert tax preparation services to ensure compliance with tax laws and regulations

Accessibility and Amenities

Stone Wealth Strategies is committed to accessibility, with a wheelchair accessible entrance and wheelchair accessible parking lot to ensure that all clients can visit the office with ease.

Testimonials and Reviews

With 4 reviews on Google My Business, Stone Wealth Strategies has established itself as a reputable and trustworthy financial services provider. Clients have praised the company's expertise, service, and results, with many reporting significant tax savings and improved financial stability.

Average Opinion

Based on the available reviews, it is clear that Stone Wealth Strategies is a company that delivers high-quality services and achieves tangible results for its clients. While some clients have reported that the company's approach can be detailed and complex, the majority of reviewers have expressed their satisfaction with the firm's expertise and commitment to their needs.

Get in Touch

For individuals and businesses seeking expert financial guidance and support, Stone Wealth Strategies is the ideal choice. Visit their website at stonewealthstrategies.com to learn more about their services and schedule a consultation with Larry Stone and his team. With their comprehensive range of services and commitment to accessibility, Stone Wealth Strategies is the perfect partner for anyone looking to achieve financial success.

Don't hesitate to contact Stone Wealth Strategies today to discover how they can help you achieve your financial goals. Call them at 9706680772 or visit their website to schedule an appointment.

👍 Reviews of Stone Wealth Strategies

Stone Wealth Strategies - Frisco, Colorado

Manfred C.

5/5

I have had the great fortune of hearing Larry Stone give several Tax reduction / elimination Seminars. I and my clients were very impressed on Larry explaining deductions to reduce or eliminate taxes that other CPA's I have worked with did not know or did not explain. He is extremely knowledgeable and he and his staff provide excellent service.
All my clients have been very pleased in the substantial legal tax savings Larry Stone was able to achieve.
I can highly recommend Stone CPA, LLC.

Tyler G.

1/5

We really did not get any value from this company's services. Larry showed up to our first meeting assuming that my wife and I were going to quit our jobs to become real estate professionals, which we had already communicated was not our plan because we needed our W2 income, and that's a huge assumption to begin with.

Once I explained this again in person during our first meeting, he came up with another half baked plan on the spot that still didn't meet our needs because we didn't currently own a revenue producing business that was considered "active" from a tax standpoint and didn't feel comfortable deducting losses that were effectively for a hobby without some kind of proof of revenue.

At the end of the day, we spent $3k on a plan that did nothing for us. We also asked several questions during the sessions about how to document expenses and what services were offered to help us do it correctly, and nothing was included, so for a couple hours on the phone and a "plan" that took about half a second to cook up on the spot, we really didn't feel this charge was justified, and the professionalism in terms of being on time and prepared for meetings was also very poor. We would not work with this company again.

tracee F.

1/5

If I could give 0 stars I would. Larry cancelled our first appointment and rescheduled for 2/19. When my husband and I arrived for our 4pm appointment the door was locked. Larry open the door wearing shorts and no shoes. He claimed he forgot about our appointment. He was short and rude. Needless to say, we will be seeking services elsewhere.

Pat B.

5/5

His staff is up to date on taxes and has saved me a lot of IRS problems over the years. You get what you pay for. Stone CPA is not for you if you want someone to ask did anything change from last year and punch in a number.