Stone Wealth Strategies - Frisco, Colorado

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

📌 Location of Stone Wealth Strategies

Stone Wealth Strategies 699 Summit Blvd f, Frisco, CO 80443, United States

⏰ 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: Un Servicio de Finanzas Personalizadas

Stone Wealth Strategies se encuentra ubicado en 699 Summit Blvd, Frisco, CO 80443, Estados Unidos, lo que la convierte en una excelente opción para aquellos que buscan asesoramiento financiero en una ubicación estratégica del país. Con un teléfono al alcance de todo el mundo, 9706680772, es fácil establecer una comunicación con el equipo de Stone Wealth Strategies.

La empresa ofrece una amplia gama de servicios financieros que cubren desde Investment service hasta Bookkeeping service, Financial consultant, Payroll service, Tax consultant y Tax preparation. Su enfoque en la asesoría fiscal es destacado, con un enfoque en encontrar soluciones para reducir o eliminar impuestos a través de estrategias de deducciones que otros profesionales de la contabilidad no conocen o no explican.

La experiencia de Stone Wealth Strategies se refleja en su specialties, que incluyen el trabajo con una variedad de clientes y la capacidad de lograr substantiales legal tax savings para sus clientes. El equipo de Stone Wealth Strategies se esfuerza por brindar excellent service y una atención personalizada a cada uno de sus clientes.

La ubicación de Stone Wealth Strategies está diseñada para ser accesible para todos, con un wheelchair-accessible car park y una wheelchair-accessible entrance, lo que garantiza que todos los clientes puedan acceder fácilmente a sus servicios.

Aunque solo tiene 4 reviews en Google My Business, la opinión general es muy positiva, con una average opinion de 3/5. Los clientes han destacado la extreme knowledge de Larry Stone, el fundador de la empresa, y su capacidad para explicar conceptos complejos de manera clara y concisa.

Si estás buscando un servicio de finanzas personalizado y confiable, Stone Wealth Strategies es una excelente opción. Con su experiencia en asesoría fiscal y su enfoque en la atención personalizada, es probable que puedas encontrar soluciones financieras que se adapten a tus necesidades específicas. Por lo tanto, te recomendamos visitar su página web stonewealthstrategies.com para obtener más información y establecer una cita con el equipo de Stone Wealth Strategies.

👍 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.

Stone Wealth Strategies - Frisco, Colorado
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.

Stone Wealth Strategies - Frisco, Colorado
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.

Stone Wealth Strategies - Frisco, Colorado
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.

Go up