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Stone Beacon Capital

5.0

About this business

This business offers financial planing and consulting services. 

Location details

1917 Palomar Oaks Way Suite 140, Ste. 140, Carlsbad, CA, 92008, United States

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WeekdayScheduleStatus
Mon6:30 a.m. to 2:30 p.m.
Tue6:30 a.m. to 2:30 p.m.
Wed6:30 a.m. to 2:00 p.m.
Thu6:30 a.m. to 2:00 p.m.
Fri6:00 a.m. to 2:30 p.m.
SatClosed
SunClosed
5.08 reviews
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Cori Schatz Rose's profile image
Cori Schatz Rose 
recommend  Recommended
5 years ago

Chad is the best financial advisor and I’d encourage you to meet with him if you want to invest your money. As a single mom, my investments are so important and Chad understood my feelings from the get go. Chad and Shari are always so patient, helpful and make you feel very safe. My investments have grown so much with Chad’s help and I’m hopeful that in the near future this will allow me to buy a home for my boys. I never would’ve thought that was possible and I honestly have Chad to thank. I have 100% confidence in the fina... read more

Elizabeth Diomin's profile image
Elizabeth Diomin 
recommend  Recommended
6 years ago

Integrity, professionalism and 100% dedication to providing their clients with top notch service! 🏆 

Peggy Unger's profile image
Peggy Unger 
recommend  Recommended
6 years ago

One of the best decisions we ever made was investing in Stone Beacon. They have invested our savings to help supplement our retirement income in a way we never imagined. Thanks to Stone Beacon, we can travel and live the way we always dreamed. We love the personal way we are taken care of too. Shari and Chad truly have our best interests at heart. 

Paul Schiermeier's profile image
Paul Schiermeier 
recommend  Recommended
6 years ago

Amazing service, guidance and honesty! Chad is always considering our positions and making our investments prosper. 

Kristi Biernacki Schmidt's profile image
Kristi Biernacki Schmidt 
recommend  Recommended
6 years ago

Stone Beacon is their word. They are in alignment with giving back. Several times a year they show this real time through the many charitable events and golf fundraisers. They are full of the highest expertise and have a relaxed yet professional feel to them. Southern ca at its finest. Highly recommend. 

Hailey Parker's profile image
Hailey Parker 
7 years ago
Kevin Thomas's profile image
Kevin Thomas 
7 years ago

Frequently asked questions about Stone Beacon Capital

How is Stone Beacon Capital rated?

Stone Beacon Capital has a 5 star rating with 8 reviews. 

When is Stone Beacon Capital open?

Stone Beacon Capital is open now. It will close at 2:30 p.m.  

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