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Building Effective Strategies for your Company Benefits

Welcome to Stokes Financial

INVESTMENT & INSURANCE SERVICES


Founded in 2003, Stokes Financial is focused on helping mid to large size companies setup and administer their employee benefit programs. We specialize in businesses with multiple locations across the U.S., understanding the additional planning and online benefit administration required for these companies to be successful.  We are a true independent firm, offering our clients the widest array of products with exceptional service.

Our growth over the years is attributable to our focus on developing mutually successful long-term relationships with our clients.

Retirement Plans

We develop and manage employee retirement plans based on your unique business structure and the needs of your employees.

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Employee Benefits

Customized employee benefit solutions based on your specific needs, philosophy and financial resources.

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Individual Services

Fully customized solutions from retirement planning to college planning and more.

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TESTIMONIALS

"As a small, incorporated business, it was difficult to determine which health insurance plan was right for us. Stokes Financial did a tremendous job with in-depth background research and found the perfect balance of coverage and premiums for us. We are grateful for their intelligent partnership and support."

Erica Klein
President
Klein and Kroll, Inc.

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CLIENT CENTER

Please visit our client center where you can register with your insurance carrier, print temp cards, view provider directories, learn about the new Healthcare law and much more.

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