Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Find local businesses
Share
Business Profile

Financial Planning Consultants

Stone Castle Consulting
BBB Accredited BusinessA+Rated by BBB
Visit Website(888) 299-2755Write a Review

About

Overview

Stone Castle Consulting

41C New London Tpke

Glastonbury, CT 06033-4206

View Service Area

BBB Accreditation & Rating

Stone Castle Consulting is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

Join Trusted Businesses

Become BBB Accredited

About This Business

Stone Castle Consulting is a a full-service financial firm that offers customized financial programs for individuals and businesses.  Their services include tax planning and consultations, tax management, investment management, retirement strategies, estate conservation, insurance and annuity products, and business planning.

BBB Accredited Since: 5/6/2019

Years in Business: 18

Business Details

Local BBB:
BBB, Connecticut
BBB File Opened:
11/23/2005
Business Started:
4/1/2008
Type of Entity:
Sole Proprietorship
Business Management:
Mr. Hal D. Guy, CFP, Managing Principal
Mr. Jeffrey M Tracey, CFP, Principal

Additional Contact Information

Principal Contacts
Mr. Hal D. Guy, CFP, Managing Principal
Mr. Jeffrey M Tracey, CFP, Principal
Fax numbers
Primary Fax: (860) 430-5450
Additional Phone Numbers
Other Phone: (860) 780-9970
Additional Email Addresses
Customer Service: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Business Categories
Financial Planning Consultants, Tax Consultant, Business Consultants, Retirement Planning Services, Investment Advisory Services, Financial Consultants, Estate Planning and Management, Estate Settlement

Latest Reviews

  • Fran M

    "Don't trust this consulting group. The owner Hal is a liar." ... Read full review

View all Reviews

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.