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Contact Our P&G Retirement Team

Fill out this form to speak with a Stone House Advisor. No obligation. No cost.

Meet the Stone House Team

Decades of combined experience in helping people enjoy retirement and reach financial freedom.

Robert J. Brown, CFP®

Partner

Raymond "Scott" Stone

Partner

John Burke

Partner

Kirk Lunger

Partner

Christine Slusark

Financial Paraplanner

Sherri Roberts

Financial Paraplanner

Barbara Grimaud, Esq.

Senior Advisor

Chad Taake, CFP®

Senior Advisor

Ben Robinson

Lead Advisor

Ryan Vassil, WMS℠

Lead Advisor

Mike Cravath, WMS℠

Lead Advisor

Leanne Kulah

Senior Client Service Specialist

Larry Alderson, CFP®

Senior Advisor

Jennifer Schultz

Lead Advisor

Lori Brown

Client Relationship Manager

Katie Johnston

Lead Advisor

Stacey Valent

Office Manager

Lindsey Chiarelli

Director of Marketing & Operations

Anna Layaou

Marketing Content Manage

Tunkhannock

80 West Tioga Street Tunkhannock, PA 18657

Toll Free: 866-923-1946
Tunkhannock: 570-836-7020
Email: Info@StoneHouseMail.com

Sayre

107 S Elmer Ave
Sayre, PA 18840

Toll Free: 866-923-1946
Sayre: 570-890-2827
Email: Info@StoneHouseMail.com

Towanda

319 Main Street
Towanda, PA 18848

Toll Free: 866-923-1946
Towanda: 570-627-6131
Email: Info@StoneHouseMail.com

Disclosures:

Stone House nor its representatives are affiliated with or endorsed by Procter and Gamble, Cargill, or PSERS. P&G is a registered trade mark of Procter & Gamble.

FORM CRS
ADV 2 Disclosure Brochure
Privacy Policy

Stone House utilizes paid client and non-client endorsers to support events. Endorsers receive de minimis non-cash compensation which could incentivize them to make this endorsement.

May include paid/unpaid client testimonial(s).

Registration with the Securities and Exchange Commission does not imply that Stone House or its representatives have achieved a certain level of skill, certification or training or that the SEC approves of Stone House or its services.

No services will be performed prior to the delivery of our Form ADV 2, which is the disclosure document that outlines our business activities, fees and conflicts of interest. This is not a solicitation of service in any jurisdiction in which the Investment Advisor is not registered or is not exempt from registration. Please call for additional information if interested in learning more about our company and services.

Investments are not risk free and should be considered carefully by the client before investing in our strategies. Securities may lose value. See prospectuses and other disclosure documents for details of risks. Past performance is not an indication of future performance. Stone House® Investment Management, LLC does not guarantee the performance of any strategy or portfolio.

Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of Stone House® Investment Management, LLC as of the date of publication and are subject to change.

Fees listed on this site only represent fees charged by Stone House for services provided. Additional fees may be applied by third-parties depending on the services rendered. See ADV 2 for details.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Wealth Management Specialist ℠ and WMS ℠ designations are issued by the College for Financial Planning® And are subject to established standards of conduct.
You can verify designee status at http://cffpdesignations.com or call 800-237-9990.

This website is a publication of Stone House® Investment Management, LLC. The information presented is believed to be factual and up-to-date but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed.

https://www.StoneHouseInv.com/disclosures