Stoneway Financial, Llc
STONEWAY FINANCIAL, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We have provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and confidence to provide financial independence. Our Commitment Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our Principle Our company is based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at Addison, Texas office: 972-447-5170 Tyler, Texas office: 903-509-1133 Toll Free: 866-447-5170 Securities offered through Cetera Advisor Networks LLC. Member FINRA/SIPC (For hyperlinks to FINRA and SIPC, please refer to "Contact Info" section above). Investment advisory services offered through CWM, LLC and SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other name entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not be reviewed by Cetera Networks or CWM, LLC as to the accuracy or completeness.
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- JR
Jim Rees
President · General Business & Management
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Jace Rees
Client Services Associate · Customer/Client Service
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- 1administrative assistant bookkeeper
- 1client services associate
- 1president
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