Also known as stonekimbro
StoneKimbro is a financial planning and retirement plan advisory firm based in Costa Mesa, California, with roots dating to 1969. It serves individuals, executives, business owners and organizations. Its services include comprehensive financial planning with a focus on tax-aware strategies, executive attraction and retention planning, business ownership transfer, and group retirement plan services covering 401(k), 403(b), 457(b) and 457(f) plans. The firm states that it has more than 30 years of experience with these plans and maintains an in-house financial education staff.
Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.
StoneKimbro is a wealth manager based in Costa Mesa, United States.
StoneKimbro is headquartered in Costa Mesa, United States.
StoneKimbro was founded in 1969.
Verified contact details, key decision-makers, and investment preferences for StoneKimbro are available on LPbacked. Create a free account to access them.