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About

About This Business

StoneWolfe Financial provides financial advisory services, including retirement income planning, investment management, and insurance coordination. The company assists clients with portfolio development, tax strategy, and long-term financial planning. 

BBB Accredited Since: 1/7/2013

Years in Business: 21

Products and Services

Retirement Income Planning: Develops strategies for income distribution and asset longevity.
Investment Management: Provides portfolio oversight and asset allocation services.
Tax Strategy Planning: Helps reduce or eliminate tax liabilities through structured financial approaches.
Insurance Services: Coordinates life and health insurance options for individuals and families.
Financial Education Tools: Offers resources for understanding retirement vulnerabilities and decision-making.
Non-Taxable Wealth Planning: Designs financial paths focused on minimizing taxable income in retirement.

Business Details

BBB File Opened:
9/20/2006
Business Started:
11/16/2004
Business Started Locally:
11/16/2004
Business Incorporated:
7/20/2006
Type of Entity:
Corporation
Alternate Names:
B S G Limited
Business Management:
Ms. Bonnie Griffith, President

Additional Contact Information

Principal Contacts
Ms. Bonnie Griffith, President
Customer Contacts
Ms. Bonnie Griffith, President
Fax numbers
Primary Fax: (800) 481-0819
Other Fax: (618) 288-6843
Additional Phone Numbers
Other Phone: (800) 481-0819
Additional Email Addresses
Primary: Email this Business

Additional Information

Other Resources
NAIC - National Association of Insurance Commissioners - (IL)
NAIC Central Office
Kansas City MO 64106-2197
Phone Number: (816) 783-8500
https://sbs.naic.org/solar-external-lookup/
NAIC - National Association of Insurance Commissioners - (MO)
NAIC Central Office
Kansas City MO 64106-2197
Phone Number: 573-751-4126
https://sbs.naic.org/solar-external-lookup/

Industry Tip

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