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Our services are designed for one bold purpose: To transform your business. With Stonewood software, turn-key marketing programs, and training and coaching, you get access to proven sales and marketing approaches — and the tools to close business with them. Seminars and lead generation tools for prospecting. Brochures and handouts for client meetings. Customized client reports to close business. It's a complete package sure to power you to success. Advisors use our tools to: Grow their practices Diversify their client offerings Stay compliant in today’s regulatory environment Join our subscription-based website at Connect with us on social media: Twitter: Facebook:

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Revenue $6 million
Employees 12 (8 on RocketReach)
Founded 2001
Address 950 Breckenridge Ln Ste 130, Louisville, Kentucky 40207, US
Phone (502) 588-7155
Category Financial Services, Finance General, Indexed Universal Life Insurance, Finance, Custom Marketing Programs for IUL, IUL Growth Strategies, IUL Proposal Software
Web Rank 7 Million
Keywords stone wood financial, stonewood software, martin ruby financial, ira to iul conversion,
Competitors Ashar Group, IMS Associates Financial & Insurance Services, Quotacy, Trinity Financial, Inc., Welcome Funds
SIC SIC Code 628 Companies, SIC Code 62 Companies
NAICS NAICS Code 5239 Companies, NAICS Code 523 Companies, 52393, NAICS Code 52 Companies

Stonewood Financial Questions

The Stonewood Financial annual revenue was $6 million in 2024.

Becky Swansburg is the CEO of Stonewood Financial.

8 people are employed at Stonewood Financial.

Stonewood Financial is based in Louisville, Kentucky.

The NAICS codes for Stonewood Financial are [5239, 523, 52393, 52].

The SIC codes for Stonewood Financial are [628, 62].

Top Stonewood Financial Employees

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