Services Offered
Financial Planning
Comprehensive, personalized financial strategies tailored to your family's goals and future needs.
Investment Management
Proactive portfolio management with up-to-date tools to maximize returns and secure your retirement.
Retirement Planning
Expert guidance on retirement strategies to ensure a stable and fulfilling financial future.
Asset Management
Dedicated attention to your assets with periodic reviews and efficient handling of requests.
Consultation Services
Knowledgeable, responsive consultations to explain processes and help you make informed choices.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
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3
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2
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1
0
A
Angie Asche
via Google
about 1 month ago
We have loved working with the team at Flagstone. They have been very easy to work with, and are such kind people. Highly recommend!
S
Scott Bvia Google
4 months ago
Great company, small enough for personalized service and big enough to have all the tools to get the most out of your portfolio. We are so happy to entrust them with our retirement and investment plan.
S
Stuart Zettermanvia Google
5 months ago
What I most appreciate about the entire Flagstone team is how much they genuinely care about my family's well-being. Mike and Danny are knowledgeable, trustworthy, and always take the time to clearly explain our financial plan so we understand the process. I highly recommend Flagstone Financial Management.
M
Mark Heibelvia Google
8 months ago
I highly recommend Michael Johnson, Danny Clare, and the rest of the Flagstone Financial team members. I have worked with Michael for many years, and he has always been extremely knowledgeable, responsive, and proactive. I have always felt my assets have received appropriate attention, and periodic meetings have been instrumental in planning for my future. I have never been disappointed in services, and am happy to give them my highest recommendation.
C
Cindy Naughtonvia Google
10 months ago
Flagstone's professionals have been serving my family for many years and they have more than earned our trust and respect. I feel known and valued as an individual, and they make recommendations that serve me well in the attainment of my financial goals. My questions and requests are handled quickly and efficiently, and I am given up to date and accurate information to help me make choices. I would highly recommend Flagstone.
