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Products and Services

I provide assistance in the following areas at Jeffrey B. Stoll, CPA, CFP® on a commission and fee basis:


Investments Image
  • Fee-Based Asset Management Services
  • Mutual Funds
  • Stocks and Bonds
  • ETF Investment Strategies

Retirement Planning

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  • IRAs
  • 401(k) Plans
  • Pension/Profit Sharing Plans
  • SEPs
  • Simple Plans
  • Comprehensive Financial Planning

Estate Planning

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  • Insurance Needs Analysis
  • Business Ownership Succession Plans
  • Charitable Remainder Trusts


Insurance Image
  • Fixed and Variable Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Fixed and Variable Annuities