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Constance A. Stone, CFP®, ATP

Stepping Stone Financial, Inc.

7160 Chagrin Rd
Ste 135
Chagrin Falls, OH 44023
Phone: (440) 247-8774
Fax: (440) 247-8774 hm

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: The only source of my income is my clients. No sales, just service.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.