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Jeffrey B. Stoll, CPA, CFP® was founded with the goal of assisting clients in every aspect of their financial lives.  I’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each client I strive to create financial stability and security to provide financial independence and peace of mind.

My Commitment

I take a "hands on" approach to financial guidance. Not only will you find critical knowledge, but you will also discover that I care about making your dreams a reality. As your Financial Professional, I will do everything in my power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

My Principle

The company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send me an email or call at, 310-702-2225.