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Why Staines Financial?

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Because we value what you work to achieve

 

Since 2007, Staines Financial has been helping individuals and families build wealth, navigate the world of financial and estate planning,  and achieve greater peace of mind by focusing on what's most important, you. 

 

With over 100 years of combined experience, our team is ready to learn what's important to you and develop a plan to help you realize your financial goals. 

 

Learn More About Our Team   

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Our suite of services will support you through life's milestones 

 

Our tool box is well equipped and we're ready to help you build a plan that can grow with you and your changing needs.  Life is dynamic and your financial plan should be as well.

 

At Staines Financial, we have a diverse set of services at the ready to ensure life's milestones are part of the plan; From births to college, taxes to retirement, estate planning, we've got you covered.                   

 

Check out our services here 

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You deserve a wealth management plan as unique as you are

 

Taking a customer first approach to developing sound financial plans is at the heart of how we operate.

From your first meeting with our team, to year end portfolio reviews or regular "check ins", you'll feel the difference having a financial plan as unique as you are can be...and the team to back it up. 

We focus on people first and work together to build a plan with you, not just for you.     

 

Learn more about our investment philosophy

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Our obligation is to you

 

As a Registered Investment Advisory firm, our fiduciary obligation is first and foremost to our clients. 

We strive to educate as well as advise so you can more fully understand the opportunities and potential rewards that are available when you take a proactive approach to your personal or professional financial lives. 

We want to help you gain a better understanding of the financial concepts behind: Wealth Preservation and Retirement, Estate Planning, Active Portfolio Management, Risk mitigation, Diversification, Tax planning, and Alternative Investments.

 

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Contact us today to start your journey with Staines Financial