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STALT FINANCIAL
Stalt Financial, LLC is a Registered Investment Advisor and independent RIA firm whose advisors are licensed fiduciaries. The firm provides investments,...
Overview
Stalt Financial, LLC is a Registered Investment Advisor and independent RIA firm whose advisors are licensed fiduciaries. The firm provides investments, insurance design, financial planning, and services for business owners, including retirement planning, special needs planning, and succession planning.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Troy
Principals
Catherine Toone
co-founder
Dan Zech
co-founder
Chris Ball
ChSNC, Co-Founder and Director of Special Needs Financial Planning
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