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WELCOME TO STONE HOUSE
Investment Management
serving the Towanda, Sayre, Dushore, and surrounding areas
WELCOME TO STONE HOUSE
Investment Management
serving the Towanda, Sayre, Dushore, and surrounding areas
Our Towanda and Sayre offices are your local resource for comprehensive retirement planning and personalized investment management. We understand the unique financial needs of our community, and our dedicated team is here to help you secure your financial future. Visit us to discover how we can assist you in building and preserving your wealth.
Our Towanda and Sayre offices are your local resource for comprehensive retirement planning and personalized investment management.
We understand the unique financial needs of our community, and our dedicated team is here to help you secure your financial future.
Visit us to discover how we can assist you in building and preserving your wealth.
TOWANDA
(570) 627-6131
319 Main Street
Towanda, PA 18848
SAYRE
(570) 890-2827
107 S. Elmer Ave.
Sayre, PA 18840
MEET THE TEAM
Towanda, PA
LARRY
ALDERSON, CFP®
Senior Advisor
JENNIFER
SCHULTZ
Lead Advisor
Sayre, PA
KATIE
JOHNSTON
Lead Advisor
LORI
BROWN
Client Relationship Manager
LEADERSHIP
ROBERT
J. BROWN, CFP®
Partner
JOHN
BURKE
Partner
RAYMOND
“SCOTT” STONE
Partner
KIRK
LUNGER
Partner
SERVICES
RETIREMENT
planning
Tailored strategies to help you achieve your retirement goals.
Our team works closely with you to create a plan that ensures a comfortable and secure retirement based on your lifestyle.
RETIREMENT
planning
Tailored strategies to help you achieve your retirement goals.
Our team works closely with you to create a plan that ensures a comfortable and secure retirement based on your lifestyle.
INVESTMENT
management
Our personalized investment management services are designed to grow and protect your wealth. We focus on creating a balanced portfolio that aligns with your financial goals and adapt to market changes.
INVESTMENT
management
Our personalized investment management services are designed to grow and protect your wealth. We focus on creating a balanced portfolio that aligns with your financial goals and adapt to market changes.
TRUST
management
Our trust services offer comprehensive management and protection of your assets, ensuring they are distributed according to your wishes. We provide personalized solutions to help you achieve your financial goals while safeguarding your legacy for future generations.
TRUST
management
Our trust services offer comprehensive management and protection of your assets, ensuring they are distributed according to your wishes. We provide personalized solutions to help you achieve your financial goals while safeguarding your legacy for future generations.
NATURAL GAS ROYALTY
management
Specialized in managing natural gas royalties, we ensure you receive the maximum value from your assets. Our comprehensive services help you navigate the complexities of royalty management with ease.
NATURAL GAS ROYALTY
management
Specialized in managing natural gas royalties, we ensure you receive the maximum value from your assets. Our comprehensive services help you navigate the complexities of royalty management with ease.
EXPLORE MORE
While we collaborate with employees and retirees at all levels, here are a few specific groups we work with. Visit our employer specific sites for detailed resources and tailored advice.
