"They are knowledgeable,
very personable, attentive,
and have integrity."
– Karen from Phoenixville, PA
What Our Clients Have to Say
“The Stone Pine team provides us with exceptional service and support. We work closely with Andy who is absolutely wonderful to work with! Very personable, professional and knowledgeable. Andy takes a holistic view of our finances to develop and customize the best investment strategy. Having a strong investment analysis and portfolio management skills allows him to make intelligent executions. Stone Pine has free tools on their website that are available to their clients which we have found very helpful. They support each other and collaborate when needed. In addition they are all accessible via email or phone for discussion, guidance, questions etc.”
“Excellent detail to all concerns”
“I have invested with this firm for several years and have been extremely happy with their services. They are knowledgeable, very personable, attentive, responsive, and have integrity. They also helped me with my aging parent’s investment and I trust them completely.”
“Kevin and Stone Pine have been great for us. Knowledgeable, attentive, trustworthy, personable. Thankful to have our investments with them.”
“We have been with Stone Pine since the start. Through the years they have helped us navigate our investments, moving funds from Employer 401K’s and Estate IRA’s. Always there for us with any questions. Wonderful Team.”
I love working with Kevin and Stone Pine Financial--especially in this time when the market is dipping and diving. First of all, I trust these people implicitly--I know without a shadow of a doubt that they are keeping their eyes on my investments and are making prudent decisions based on their knowledge of me. Secondly, I can ask them anything and I get a clear and well explained answer. I have had financial advisors who confused me and seemed irritated with my questions. This has never, ever happened with Stone Pine Financial. They show me respect with every interaction.
“It has been a pleasure working with the Stone Pine team. They are transparent, well informed, accommodating and always willing to take the time to answer any questions. They provide sage advice and guidance all while listening to feedback on any proposed ideas from the client.”
“Before engaging Stone Pine Financial Partners, I interviewed more than ten other financial planning firms. I knew exactly what I was looking for, but I hadn’t been able to find it – until I met Andy and Kevin. Their service offerings, technology resources and business approach aligned precisely with my needs. The team is always professional, responsive and personable. They consistently demonstrate high levels of expertise, integrity and concern for the client. I have never regretted my decision to work with Stone Pine Financial Partners. In fact, I have referred several friends to the firm, and they have become enthusiastic clients too!”
“Andy is a focused and thoughtful person who has advised me on personal financial matters for the past few years. As a recently retired public-school teacher, I found Andy and Stone Pine’s financial retirement plan invaluable in helping me make the decision to retire. Andy’s recommendations for my personal and financial situation helped me to feel comfortable in my retirement. I am impressed with his financial expertise and count on him to help me make smart financial decisions.”
“We are very pleased to say we joined the Stone Pine Team in 2015 while in our mid-60s. Andy and Kevin listened to our thoughts and then developed our "Retirement Playbook" that they review with us twice a year and tweak as needed. Andy, Kevin, Myriah and Skylar keep us informed and their guidance regarding Social Security, Medicare, taxes in retirement and working through covid and current market conditions have been invaluable. Our son and his family also joined their Team as he entered his mid-40s and we highly recommend the Stone Pine Team to you and your family!”
“Stone Pine Financial Partners, LLC has expertly managed our retirement portfolio and earned our confidence and respect in handling our financial affairs.
My wife and I were in our fifties when we decided it was time to look for a professional financial advisor to manage our funds and guide us toward reaching our retirement goals. Although we were capable of handling our own financial matters at the time, we realized as we got older, the financial, legal and tax world would become more complicated for us and we would want someone to help guide us in our decisions.
We consider ourselves fortunate to have met Andy Herron, one of Stone Pine Financial’s founding partners, in 2008. Since that time the entire team at Stone Pine Financial Partners, LLC has been instrumental in providing our family with trusted, consistent and profitable financial and retirement advice. Their business model allows the individual to be as active and participatory as they choose; however, the firm can step in and manage at any level, when and if you desire. From making your investment choices to taking the “administrivia” headaches out of your hands – their expertise runs the gamut.
Equally as important as their professional commitment, they know each client and have a one-on-one relationship. My wife and I have experienced this care and concern from the beginning and this is one factor that attracted us to the firm. We look forward to our semi-annual planning meetings and know that we can call on them any time if a need arises and they will get back to us in a timely manner.
Money is a personal matter and it can be difficult to involve others. Finding someone you trust to help you is important. We have never regretted our decision to work with Stone Pine Financial, LLC as part of our retirement planning strategy and we hope that you will consider partnering with them."
“The Stone Pine team provides us with exceptional service and support. We work closely with Andy who is absolutely wonderful to work with! Very personable, professional and knowledgeable. Andy takes a holistic view of our finances to develop and customize the best investment strategy. Having a strong investment analysis and portfolio management skills allows him to make intelligent executions. Stone Pine has free tools on their website that are available to their clients which we have found very helpful. They support each other and collaborate when needed. In addition they are all accessible via email or phone for discussion, guidance, questions etc.”
“Andy is a focused and thoughtful person who has advised me on personal financial matters for the past few years. As a recently retired public-school teacher, I found Andy and Stone Pine’s financial retirement plan invaluable in helping me make the decision to retire. Andy’s recommendations for my personal and financial situation helped me to feel comfortable in my retirement. I am impressed with his financial expertise and count on him to help me make smart financial decisions.”
“We are very pleased to say we joined the Stone Pine Team in 2015 while in our mid-60s. Andy and Kevin listened to our thoughts and then developed our "Retirement Playbook" that they review with us twice a year and tweak as needed. Andy, Kevin, Myriah and Skylar keep us informed and their guidance regarding Social Security, Medicare, taxes in retirement and working through covid and current market conditions have been invaluable. Our son and his family also joined their Team as he entered his mid-40s and we highly recommend the Stone Pine Team to you and your family!”
“Stone Pine Financial Partners, LLC has expertly managed our retirement portfolio and earned our confidence and respect in handling our financial affairs.
My wife and I were in our fifties when we decided it was time to look for a professional financial advisor to manage our funds and guide us toward reaching our retirement goals. Although we were capable of handling our own financial matters at the time, we realized as we got older, the financial, legal and tax world would become more complicated for us and we would want someone to help guide us in our decisions.
We consider ourselves fortunate to have met Andy Herron, one of Stone Pine Financial’s founding partners, in 2008. Since that time the entire team at Stone Pine Financial Partners, LLC has been instrumental in providing our family with trusted, consistent and profitable financial and retirement advice. Their business model allows the individual to be as active and participatory as they choose; however, the firm can step in and manage at any level, when and if you desire. From making your investment choices to taking the “administrivia” headaches out of your hands – their expertise runs the gamut.
Equally as important as their professional commitment, they know each client and have a one-on-one relationship. My wife and I have experienced this care and concern from the beginning and this is one factor that attracted us to the firm. We look forward to our semi-annual planning meetings and know that we can call on them any time if a need arises and they will get back to us in a timely manner.
Money is a personal matter and it can be difficult to involve others. Finding someone you trust to help you is important. We have never regretted our decision to work with Stone Pine Financial, LLC as part of our retirement planning strategy and we hope that you will consider partnering with them."
“Before engaging Stone Pine Financial Partners, I interviewed more than ten other financial planning firms. I knew exactly what I was looking for, but I hadn’t been able to find it – until I met Andy and Kevin. Their service offerings, technology resources and business approach aligned precisely with my needs. The team is always professional, responsive and personable. They consistently demonstrate high levels of expertise, integrity and concern for the client. I have never regretted my decision to work with Stone Pine Financial Partners. In fact, I have referred several friends to the firm, and they have become enthusiastic clients too!”
“It has been a pleasure working with the Stone Pine team. They are transparent, well informed, accommodating and always willing to take the time to answer any questions. They provide sage advice and guidance all while listening to feedback on any proposed ideas from the client.”
I love working with Kevin and Stone Pine Financial--especially in this time when the market is dipping and diving. First of all, I trust these people implicitly--I know without a shadow of a doubt that they are keeping their eyes on my investments and are making prudent decisions based on their knowledge of me. Secondly, I can ask them anything and I get a clear and well explained answer. I have had financial advisors who confused me and seemed irritated with my questions. This has never, ever happened with Stone Pine Financial. They show me respect with every interaction.
“We have been with Stone Pine since the start. Through the years they have helped us navigate our investments, moving funds from Employer 401K’s and Estate IRA’s. Always there for us with any questions. Wonderful Team.”
“Kevin and Stone Pine have been great for us. Knowledgeable, attentive, trustworthy, personable. Thankful to have our investments with them.”
“I have invested with this firm for several years and have been extremely happy with their services. They are knowledgeable, very personable, attentive, responsive, and have integrity. They also helped me with my aging parent’s investment and I trust them completely.”
“Excellent detail to all concerns”