Stoneham Financial Services

Stoneham Financial Services We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person.

Our priority is to understand your unique goals and create a plan that provides a roadmap for your financial journey.

Ever heard of relaxation-induced anxiety? Here's how you can get in the headspace to enjoy your downtime:
08/31/2023

Ever heard of relaxation-induced anxiety? Here's how you can get in the headspace to enjoy your downtime:

www.raymondjames.com

With money being such an important factor in life and relationships, it can also be the cause of argument. Here are some...
08/29/2023

With money being such an important factor in life and relationships, it can also be the cause of argument. Here are some considerations for how to approach money and marriage before, during, and--if applicable--after.

www.raymondjames.com

The end of the year often gets here before we know it — and from a planning perspective, there are a few loose ends to t...
08/24/2023

The end of the year often gets here before we know it — and from a planning perspective, there are a few loose ends to tie up. Here is a checklist to help you get a jump start on year-end planning

www.raymondjames.com

Everyone could use a boost to their savings. Here are a handful of ways to hold on to a bit more of your budget this mon...
08/21/2023

Everyone could use a boost to their savings. Here are a handful of ways to hold on to a bit more of your budget this month:

www.raymondjames.com

When planning for retirement and claiming benefits such as Social Security, there are a few elements that you should con...
07/07/2023

When planning for retirement and claiming benefits such as Social Security, there are a few elements that you should consider asking your financial advisor about ahead of time in order to maximize your benefit.

www.raymondjames.com

Wishing you a safe and happy Independence Day. Our offices and the market are closed Tuesday, July 4, in observance of t...
06/29/2023

Wishing you a safe and happy Independence Day. Our offices and the market are closed Tuesday, July 4, in observance of the holiday.

Personal finance is an important life skill to instill in your children. Here are 4 skills you can start with when teach...
06/27/2023

Personal finance is an important life skill to instill in your children. Here are 4 skills you can start with when teaching your child about money.

www.raymondjames.com

On this historic day for Black liberation, please join us in acknowledging our nation's collective history and continued...
06/19/2023

On this historic day for Black liberation, please join us in acknowledging our nation's collective history and continued progress in the pursuit of equality and social equity. Raymond James offices and the market are closed Monday, June 19, in observance of Juneteenth.

Happy Father's Day. We hope you are able to spend time with or remembering the fathers and father figures in your life –...
06/18/2023

Happy Father's Day. We hope you are able to spend time with or remembering the fathers and father figures in your life – and, if you are a father, sharing special moments with your family.

Today, we remember and honor all who have made the ultimate sacrifice for our country and freedom. Our office and the ma...
05/29/2023

Today, we remember and honor all who have made the ultimate sacrifice for our country and freedom. Our office and the markets are closed in observance of Memorial Day.

Don't settle for someone else's idea of retirement. Retirement should be an exciting new phase of your life that you cus...
04/07/2023

Don't settle for someone else's idea of retirement. Retirement should be an exciting new phase of your life that you customize to your interests. Read on to learn about potential adventures you can pursue.

www.raymondjames.com

Address

80 Montvale Avenue
Stoneham, MA
02180

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