A complete list of active advisors currently associated with Stock Financial and Retirement Solutions

Warmer can help you find a great advisor at Stock Financial and Retirement Solutions or one who fits your needs even better.

Stock Financial and Retirement Solutions provides portfolio management and financial planning services primarily to individual and high‑net‑worth clients, including retirement accounts. The firm also advises on a range of investment vehicles used in retirement planning, including private placements, venture capital funds, annuities, ETFs and certain insurance‑based products. The firm documents client goals and risk tolerance in an Investment Policy Statement and, when authorized, manages accounts on a discretionary basis. Its stated methods of analysis include fundamental, quantitative, technical and modern portfolio theory approaches, and it may employ long‑term strategies as well as margin and options trading; financial planning engagements address investment, tax, insurance, retirement, college and debt planning. Distinctive features disclosed in the brochure include offering standalone financial planning under negotiated fixed fees and maintaining affiliated insurance activities — supervised persons are licensed to sell insurance and may receive commissions for insurance product sales, a conflict the firm discloses. The firm also sponsors a private investment vehicle and accepts performance‑based arrangements for qualified clients; these relationships and potential conflicts are described in its Form ADV.

To learn more about the advisors currently working at Stock Financial and Retirement Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jeffrey Stock	Somers, CT	1

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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