Stone Financial Services - Jacksonville (TX)

Darin Griffiths I have recommended Luguna to several friends with no hesitation. I mostly interact with Brian Smith and he has been very pleasant to work with. I had a complicated situation with being POA of another person’s finances and Brian got everything set up with very safe investments that work well. I was extremely nervous about dealing with another person’s financial stability and even more nervous about turning the reins over to someone else. I couldn’t be more pleased. I also moved my investments over to Laguna and after a little over a year I am very pleased with the outcome. Brian is a phone call away and he answers questions with a genuineness about him.

Daniel C III I spoke with other advisors in the area, but I felt that Drake really listened. Great service!

Tyler Aaron I was nervous to apply after hitting a rough patch in life that dropped my credit, so I did the application online. A few minutes later, a warm friendly agent called to finish the process. The same woman greeted me as I came to pick up the check. I also got to keep a promo cup that makes the perfect choice for pop tarts or cookies and milk. (That could have its own 5 stars ;) ). Before leaving i was told about the tax referral incentive. FF a year, I returned for another loan with a confidence solidified by my great service prior. The same lady is still 5/5 and even hit the incentive. Boss, thats an unbiased- customer-verified 100% completion. I can say he name but afraid ill butcher the spelling. I will edit when I can. Thank you WF!

Tonette Stem 49 Financial made planning for retirement a smooth and stress-free experience. Their team took the time to understand my goals and offered clear, thoughtful guidance tailored to my needs. I felt supported every step of the way. I highly recommend their expertise and personalized approach!

Shronda Thomas I love the customer service I received from the time I did my estimate til I signed my documents. Roxana was so helpful and explained everything to me until I understood my obligation to the loan. Thx so much for everything. She even held conversation while she worked on my application.

Barry Card We are blessed to have had Joe as our financial advisor for at least seven years. He is accessible, knowledgeable, and a savvy investor. He helped us successfully navigate moving out of state last year, and made sure we had adequate resources for the move, while minimizing out tax liability. Joe provides the personal touch to managing our finances and we consider him our trusted advisor.