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Stoia Financial is an independent financial services, asset management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person's situation is different, so we develop a financial plan that focuses on helping you pursue your personal goals. Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values you hold as they relate to your investment plan. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality.

Building long-term relationships is our priority at Stoia Financial. We start the journey by taking the time to listen to and understand each of our clients personally. Together, we carefully chart a course to pursue financial success. We believe in using prudent investment strategies. Our clients have consistently looked to us for direction, and we are dedicated to guiding and sustaining our clients' financial direction.

 

We are now on Facebook!  Please follow our company page at Stoia Financial to find regular updates on financial news, as well as our thoughts on what's happening in the markets.

 

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Based on 10 objective eligibility and evaluation criteria, including a minimum of five years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education, and professional designations. The award is not indicative of the wealth managers’ future performance.  For more information, please visit www.fivestarprofessional.com.