Stonetown Financial Services is owned and operated by Julie & Jeff Swan, located in St. Marys. Our services include estate planning, retirement planning, and insurance products. Julie is the office manager and administers client service items. We also have associates who assist with our Life Insurance business and Income Tax practice.
As a small, friendly community, relationships are built with trust and open communication. It's very important to us for you to know who we are and what we do! Rick has been a Financial Security Advisor since 1986. He takes pride in being able to help his clients with their personal financial goals and takes his responsibilities very seriously.
Rick