Stone Point Investments
(262) 569-3631
W 359 N 5002 Brown Street Suite 104, Oconomowoc, Wisconsin, 53066
Business hours
Monday | 9:00am to 6:00pm |
Tuesday | 9:00am to 6:00pm |
Wednesday | 9:00am to 6:00pm |
Thursday | 9:00am to 6:00pm |
Friday | 9:00am to 6:00pm |
About us
Stone Point Investments, based in Oconomowoc, WI, is a financial services firm dedicated to helping clients reach their financial goals. Our team of experienced advisors provides personalized strategies and expert guidance across a wide range of services, including retirement planning, lifestyle management, investment strategies, tax optimization, estate planning, and overall money management. We take a holistic approach, carefully considering every aspect of your financial life to create a cohesive plan tailored to your unique needs. Our commitment to client education and transparent communication empowers you to make informed decisions about your financial future.