Stonetapert Employee Benefits & Financial Services

Description

• StoneTapert was created in 1997 from the merger of Stone Insurance Services and Tapert Insurance Agency. Both of these founding companies originated in 1961 when insurance industry veterans J. Lawrence Stone and Donald W. Tapert decided to each venture out on their own. Decades later, these companies have attained a level of success matched by very few in the industry; with Stone carving their niche in financial services including business succession, estate planning and retirement plan services; and Tapert making their mark in the full service employee benefits brokerage business.Today StoneTapert is a world-class organization and one of only a handful to offer the full range of employee benefits and HR services along with advanced financial consulting services for business owners, key executives and employees of both for profit and non-profit organizations throughout Southern California. In addition to second generation principals, Bruce Stone and Chuck Tapert, StoneTapert comprises a team of highly accomplished professionals delivering unmatched expertise in a wide variety of interrelated areas.Offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor, member FINRA/SIPC. Independent Financial Group, LLC, and StoneTapert are unaffiliated entities.The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.Licensed to sell securities in the following states: AZ, CA, CO, ID, IN, MI, NV, OR & WA.
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  Headquarters:825 Colorado Boulevard Suite 201, Los Angeles, California, United States

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  Phone Number: +1 626-844-3300

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  Website: https://www.stonetapertfinancial.com

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  Employees:18

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  Revenue:$1 - 10M

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  Legal Name:Stonetapert Employee Benefits & Financial Services

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• |  NAICS Code: 524210  |

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