


Stokes Financial Group Email Formats
Accounting • United States • 1-10 Employees
Key Contact at Stokes Financial Group
Charlene Mauro-Page
Director Of Marketing
Company overview
| Headquarters | United States |
| Phone number | +14078434200 |
| Websites | |
| NAICS | 5412 |
| SIC | 628 |
| Keywords | Financial Advising, Strategic Financial Planning, Wealth Management, Retirement Planning, Estate Planning, Investment Management |
| Employees | 1-10 |
| Socials |
About Stokes Financial Group
James A. Stokes, Jr., CFP® is a Wealth Manager and Shareholder with JAS Financial Group, Inc. (Stokes Financial Group). Jay has over 26 years of experience in the wealth management and financial advisory profession. He is an active member of both the Financial Planning Association (FPA) and the National Association of Insurance and Financial Advisors (NAIFA). Jay works with clients throughout the United States. With an emphasis on retirement planning, he has been able to assist those planning for, or in retirement, with making the right decisions. Using his brand of values-based retirement planning, he leads clients to a prosperous and worry free retirement. With a clear strategy and ongoing monitoring and coaching, Jay’s clients have peace of mind knowing their retirement years will truly be the best years of their lives. The success and happiness of his clients provides Jay a high level of professional satisfaction. Stokes Financial Group is a full service wealth management organization and serves as the primary center of influence in the financial freedom of their client's pre and post retirement lives. Stokes Financial Group provides a clear strategy and ongoing monitoring and coaching to provide peace of mind and certainty to their client's futures. The group seeks to exceed their client's expectations in client service, communication, innovation and understanding complex and sophisticated planning alternatives.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Stokes Financial Group has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Stokes Financial Group has never raised funding before.
Stokes Financial Group Tech Stack
Discover the technologies and tools that power Stokes Financial Group's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
Frequently asked questions
4.8
40,000 users



