Stockton Financial and Insurance

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4365 Executive Dr Ste 800
San Diego, CA 92121
+1 (858) 623-8945
http://www.marylstockton.nylagents.com

Stockton Financial and Insurance, with offices in San Diego, CA and Boston, MA, specializes in wealth management services for individuals, families, and small businesses. With over twenty years of experience, they adopt a data-driven, relationship-centric, and results-oriented approach to help clients define their dreams and devise effective asset growth and protection strategies.

The firm is led by Mary Stockton, a licensed agent authorized to sell insurance and provide investment advisory services, primarily in multiple states across the U.S. Additionally, they emphasize collaboration with other professionals but do not provide tax, legal, or accounting advice, encouraging clients to consult their own specialists.

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