James Garrett Stoner Holk CFP
SMS Financial LLC
2801 Monterey-Salinas Highway, Suite KMonterey, CA
90% Trust Score
Compensation
Fee Only
Min. Assets
$200,000
Languages
English
License
Not Validated
Areas of Expertise
Asset Allocation, Investment Management, Investment Planning, Risk Management, Securities, Socially Responsible Investments, Sudden Wealth Management
Client Reviews (1 reviews)
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