WELCOME TO STONE HOUSE
Investment Management
serving the Tunkhannock, Dallas,
Back Mountain, and Wyoming County areas
WELCOME TO STONE HOUSE
Investment Management
serving the Tunkhannock, Dallas, Back Mountain, and Wyoming County areas
Our Tunkhannock office is 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 in Tunkhannock to discover how we can assist you in building and preserving your wealth.
Our Tunkhannock office is 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 in Tunkhannock to discover how we can assist you in building and preserving your wealth.
MEET THE TEAM
CHRISTINE
SLUSARK
Financial Paraplanner
BARBARA
GRIMAUD, ESQ.
Senior Advisor
BEN
ROBINSON
Lead Advisor
SHERRI
ROBERTS
Financial Paraplanner
LEANNE
KULAH
Senior Client
Service Specialist
STACEY
VALENT
Office 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.
BUSINESS INVESTMENT
management
Our business investment management services are tailored to business owners looking to optimize their investment strategies. We help you maximize returns while managing risks associated with business investments.
BUSINESS INVESTMENT
management
Our business investment management services are tailored to business owners looking to optimize their investment strategies. We help you maximize returns while managing risks associated with business investments.
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.
