John Stokes Financial

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John Stokes Financial At John Stokes Financial, our financial professionals take an independent approach to financial management strategies.

We treat every financial strategy with outstanding service and professionalism. We believe that taking a personal approach is the best way to help our clients address their financial aspirations. Utilizing our Compass for Life® as a guide, our financial professionals will put together a financial strategy that will address important milestones. The financial professionals at John Stokes Financial

have helped thousands with important decisions that have addressed their financial future. We have extensive experience helping our clients with their financial decisions whether they are planning for retirement, transitioning to a new career, building an investment portfolio or analyzing their wealth. With John Stokes Financial you will have a financial professional available to you, to help guide you and answer any questions you may have. We can help you make educated decisions to address your financial objectives. Contact us today to start planning for your financial future.

Surprises crop up every day, and they’re a great reason to work with us.
03/02/2025

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

Have you used a junk-drawer approach to manage your investments?
31/01/2025

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.
27/01/2025

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Do you understand these common mobile slang terms?

Do your kids have the right stuff for college?
24/01/2025

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
20/01/2025

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
17/01/2025

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
13/01/2025

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.
10/01/2025

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

From Fed rate cuts to record highs, Q4 wrapped up a strong year for markets. Our January Quarterly Market Insights break...
08/01/2025

From Fed rate cuts to record highs, Q4 wrapped up a strong year for markets. Our January Quarterly Market Insights breaks down what drove performance and what investors are watching in 2025.

The Standard & Poor’s 500 Index rose 2.07 percent, while the Nasdaq Composite surged 6.17 percent. By contrast, the Dow Jones Industrial Average edged up only 0.51 percent.1

Mortgage lenders consider many personal factors when deciding whether you can afford a home.
06/01/2025

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
03/01/2025

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
30/12/2024

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Children with special needs may need ongoing help after their parents are gone.
27/12/2024

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
23/12/2024

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
20/12/2024

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Do you know the risk factors that can lead to cognitive decline?
16/12/2024

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

Extended care refers to services needed by those who have a chronic illness or disability.
13/12/2024

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

The key to in retirement might be a patchwork of different choices.
09/12/2024

The key to in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Address

CA

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

+19494771245

Website

http://www.linkedin.com/pub/john-stokes/b/961/699

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Our Story

At John Stokes Financial, our financial professionals take an independent approach to financial management strategies. We treat every financial strategy with outstanding service and professionalism. We believe that taking a personal approach is the best way to help our clients address their financial aspirations. Utilizing our Compass for Life® as a guide, our financial professionals will put together a financial strategy that will address important milestones. The financial professionals at John Stokes Financial have helped thousands with important decisions that have addressed their financial future. We have extensive experience helping our clients with their financial decisions whether they are planning for retirement, transitioning to a new career, building an investment portfolio or analyzing their wealth. With John Stokes Financial you will have a financial professional available to you, to help guide you and answer any questions you may have. We can help you make educated decisions to address your financial objectives. Contact us today to start planning for your financial future.