Jonathan D. Stone,  CFP<sup>&reg;</sup> - Financial Advisor

Jonathan D. Stone, CFP®

Equitable Advisors

1000 Woodbury Road, Ste 300
Woodbury, NY 11797
FINANCIAL ADVISOR'S WEBSITE
(631) 462-6527

General

Jonathan Stone is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Equitable Advisors in Woodbury, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care

More

Helpful Financial Planning Resources