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Stoneway Financial, LLC

Stoneway Financial, LLC

972-447-5170
jim@stonewayfinancial.com

STONEWAY FINANCIAL, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We have provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and confidence to provide financial independence.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our 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.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at

Addison, Texas office: 972-447-5170
Tyler, Texas office: 903-509-1133
Toll Free: 866-447-5170

Personal

Jim received his B.B.A. degree in 1989 at Henderson State University in Arkadelphia, AR. He is married to Wendi and they have four children: Jace, Jaxon, Jenna & Jessa.

Certifications

Series 7, Series 24, Series 63, Series 65, Chartered Retirement Planning CounselorSM