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Monthly Archives: December 2016

Read more about the article Stone Pine’s Top 8 Year-End Planning Tips

Stone Pine’s Top 8 Year-End Planning Tips

We have officially entered the home stretch of 2016.  Before this year becomes history, there are a number of items to consider to make sure you take full advantage of planning opportunities while avoiding costly mistakes. Here is our list of the top 8 things to consider: 1) Capture Tax-Losses:  This is something we look to do every…

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  • Stone Pine Financial Partners
    208 W. Front St.,
    Media, PA 19063

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Stone Pine Financial Partners is the independent advisory firm founded by Kevin Manning and Andrew Herron. Stone Pine helps people transition to retirement, delivering the highest quality advice and service while acting as a fiduciary on our clients behalf.

Stone Pine Financial Partners is the independent advisory firm founded by Kevin Manning and Andrew Herron. Stone Pine helps people transition to retirement, delivering the highest quality advice and service while acting as a fiduciary on our clients’ behalf.

Contact

  • (610) 565-9181
  • info@stonepinefinancial.com
  • Stone Pine Financial Partners
    208 W. Front St.,
    Media, PA 19063

Info

  • Client Relationship Summary
  • Form ADV Part 2A
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