Broker Check
Stockdale Financial Group

Stockdale Financial Group

Office: (570) 586-2885

Fax: 570-585-8037

214 Front Street

Clarks Summit, PA 18411

At the Stockdale Financial Group we take the time to hear your story and explain your options in clear language. Together, we will build a plan for what you anticipated, and we will help you navigate life’s surprises.

Get a Custom Plan

Know What to Expect

Enjoy Peace of Mind

Planning For The Future Shouldn't Be So Stressful! 

ADVISORS WHO DON'T LISTEN

Some advisors don’t take the time to hear your dreams before putting you into a cookie-cutter plan.

INFLEXIBLE PLANS

A static plan doesn’t take into account the changing market or your changing needs.

CONFUSION & WORRY

It makes sense to worry without a clear plan and ongoing advice.

Your Vision, Our Mission

Your Vision, Our Mission

Our team of financial experts will review your situation, listen to your hopes, and then build a custom plan to help you enjoy your retirement. We will be there to advise you as your plans change and the market shifts.

We Care About What You Care About

We Care About What You Care About

Yes, we are licensed Investment Advisors, Broker Agents, and Insurance Agents in more than 30 states.

But we are also spouses, parents, and people who care about our loved ones. We dream about providing for them, spending time with them, and making the most of life.

That is why we will work closely with you to develop a flexible financial plan that takes your passions and makes them possible.

And when life throws you a curve ball, we’ll be there to help you knock it out of the park.

Get Started Finding Financial Peace of Mind

"SFG helped me at my time of need after my husband passed away, guiding me through the complicated process of planning my future financial needs, when clearly I was not in a position to handle the task at hand. I knew I could put my complete trust in SFG as we had already been satisfied clients for the past sixteen years." (Pat D.) 

"I am thankful for your work over the years and for providing direction and a sense of encouragement for our situation." (Joe S.)


STEP ONE

Schedule a Free Listening Appointment


STEP TWO

Get Your Custom Financial Strategy & Ongoing Expert Advice


STEP THREE

Enjoy Your Life with Financial Peace of Mind

A Plan That Fits Your Passions

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.  

Your Custom Plan Includes

Full Assessment

Full Assessment

We listen to your goals and evaluate your financial situation.

Financial Planning

Financial Planning

Tailor-made investments that turn your passions into a clear plan.

Investments

Investments

We help you choose an investment strategy that matches your goals, time horizon, and risk comfort.

Education Savings

Education Savings

Do you want to make it possible for your kids, grandkids, or yourself to go to school? We will help you make it happen.

Annuities

Annuities

For those looking for a guaranteed income option as part of their retirement plan.

Insurance

Insurance

We help you make sure your loved ones are taken care of—no matter what happens.

<b>It&#8217;s Time to Remove Worry From Your Financial World</b>

It’s Time to Remove Worry From Your Financial World

We know that understanding your financial future can feel overwhelming. In fact, it can feel a lot like traveling to a foreign culture where you don’t know the language or where to go!

But a good travel guide will show you what to avoid and the best places to go. That’s what we do. We are your guides to help you avoid the pitfalls and get to the desired destination.

You want to know:

  • Will I have enough money to do the things most important to me?
  • Am I invested the right way for my next stage of life?
  • How do I continue to positively impact loved ones during retirement?

At the Stockdale Financial Group we take the time to hear your story and explain your options in clear language. Together, we will build a plan for what you anticipated, and we will help you navigate life’s surprises.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.
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Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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