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At Stone Steps, we align money with life. First we chat about what is most important to you. Then we help you prioritize those elements and look at what could possibly get in the way. Then we start to align your money so you live your best version of life as soon as possible.
533 2nd St #207, Ste 207, Encinitas, CA, 92024, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 5:00 p.m. | |
Tue | 9:00 a.m. to 5:00 p.m. | |
Wed | 9:00 a.m. to 5:00 p.m. | |
Thu | 9:00 a.m. to 5:00 p.m. | |
Fri | 9:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
The last couple of months as a recently retired person has made me a little nervous ... the market has been a little scary. But the gang at Stone Steps Financial has really made me feel much more comfortable ... their advice especially in their recent newsletter really calmed some of my fears. I think I will stay retired 🤩.
The last couple of months as a recently retired person has made me a little nervous ... the market has been a little scary. But the gang at Stone Steps Financial has really made me feel much more comfortable ... their advice especially in their recent newsletter really calmed some of my fears. I think I will stay retired 🤩.
Scott and his team are truly amazing! They provide us such a personalize experience and we feel lucky to have them in our lives. We love that we can trust in the financial decisions we make, knowing Scott is clear on what we value as a family and what our goals for the future are. We highly recommend them to anyone looking for peace of mind around money!
Scott and the team at Stone Steps are life changers. This might sound crazy, but I'm an advisor of eight years myself, and my wife and I hired Stone Steps a year ago to be our advisor, and it was the best financial decision and investment we've made to date in our eight years together. Scott and team truly listen and empathize, which enables them to foster very meaningful and purposeful conversations, leading to very fulfilling decisions that have brought tremendous peace. We're looking forward to working with Stone Steps fo... read more
Scott has always been professional and taken time to learn my personal and business goals and looked at how those can serve as a foundation for my financial planning. He is very knowledgeable and provides big firm experience but with a small firm personal attention.
Stone Steps Financial LLC has a 5 star rating with 31 reviews.
Stone Steps Financial LLC is closed now. It will open at 9:00 a.m.
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