39 LONGSPUR RD YONKERS, NY 10701 9.00 am - 5.00 pm
info@thomas-j-stone.com

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Thomas J Stone financial advisor

About Our Firm

Yonkers' Trusted Financial Advisor

Located in Yonkers, NY, Thomas J Stone delivers comprehensive financial strategies tailored to your unique goals. Our approach combines technical expertise with personalized service to help individuals and families achieve financial security.

Thomas J Stone has built a reputation for providing reliable financial guidance to the Yonkers community. We take pride in our client-first approach that transforms complex financial challenges into strategic opportunities.

Our experience spans investment planning, retirement strategies, and comprehensive financial consulting.

Professional Credentials

Licensed and experienced financial advisor

Proven Strategies

Data-driven financial planning

Personalized Service

Tailored solutions for every situation

300+

Satisfied Clients

15+

Years Experience

$50M+

Assets Managed

98%

Client Retention

Why Choose Us

The Financial Expertise You Deserve

At Thomas J Stone, we combine market expertise with personalized service. Our comprehensive approach ensures every financial decision aligns with your long-term objectives—all while minimizing risks and maximizing opportunities.

View Our Services

Comprehensive Planning

We analyze all aspects of your financial picture for optimal results.

Client-First Approach

Your best interests guide every recommendation we make.

Performance Tracking

Transparent reporting with regular progress reviews.

Our Services

Comprehensive Financial Solutions

Investment planning

Investment Management

Strategic investment planning tailored to your risk tolerance and financial objectives.

Portfolio Diversification

Asset Allocation

Performance Monitoring

Retirement planning

Retirement Solutions

Comprehensive plans to ensure financial security throughout your retirement years.

Retirement Income Planning

401(k) & IRA Management

Social Security Optimization

Risk management

Risk Management

Protecting your assets and income through comprehensive risk assessment strategies.

Insurance Analysis

Estate Planning Coordination

Emergency Fund Strategies

Tax strategy

Tax Efficiency

Proactive planning to minimize tax liabilities while maintaining compliance.

Tax-Loss Harvesting

Deduction Optimization

Year-Round Tax Planning

Our Team

Meet Our Financial Experts

Founder & Financial Consultant

Sarah Stone

Founder & Chief Financial Consultant

Investment Specialist

Thomas J. Bennett

Senior Investment Advisor

Financial Strategist

Michael Turner

Financial Strategy Director

Client Testimonials

What Our Clients Say

Thomas transformed our family's financial future. His retirement strategies gave us confidence to plan for early retirement while his investment guidance grew our portfolio substantially.
Satisfied client

Robert Johnson

Yonkers Resident
As a small business owner, I needed an advisor who understood both personal and business finances. Thomas provided strategic guidance that helped me optimize both areas efficiently.
Business owner

Maria Gonzalez

Local Business Owner
The personalized attention and comprehensive planning I received from Thomas gave me peace of mind about my financial future. His tax strategies alone saved me thousands annually.
Retired client

James Wilson

Retired Teacher
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