Bromley T Palamountain - Northwestern Mutual

John Stokes Financial is a reputable financial services firm based in Manhattan Beach, CA. Specializing in comprehensive financial planning and investment management, the company offers personalized strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing objective advice, John Stokes Financial aims to empower individuals and families to make informed decisions about their finances. The firm's experienced team of professionals is dedicated to delivering tailored solutions and exceptional service to each client. Generated from their business information

HistoryCaravela was founded in order to bring institutional investment services to everyone not just the mass affluent.SpecialtiesConsider rolling over a stale 401k or IRA to an affordable professionally managed solution. We all know that we should be saving for retirement, but how many of us really consider it a priority? Too many immediate needs often arise that postpone contributing to an appropriate investment plan. Caravela works with you to integrate your investment plan to run in the background of your life. The less impact the better. You determine with Caravela what your appropriate personal rate is, and contributions are made accordingly. With Integrated Investing you continue to do what you do while small amounts are allocated for investment in your future.