Our Firm

 

The Stull Financial Group was established for business in December of 1977, with the vision of offering comprehensive financial services to business owners, professionals, pre-retirees and retirees.  The initial emphasis of the firm was on risk management.  By 1985, the firm's advisors branched out to include money management, offering access to a full range of securities and investment advisory services through a national Broker Dealer and Registered Investment Advisor, Hornor, Townsend & Kent, Inc., a member of FINRA/SIPC, located in Horsham, PA.


Located in Stockton, CA, The Stull Financial Group is centrally located to serve high income and high net worth clients throughout the San Joaquin Valley and Northern California.The Stull Financial Group continues to specialize in wealth development strategies, risk management, estate planning, tax reduction strategies, retirement planning and money management*.

 

Their Circle of Wealth System™ helps individuals find money they are losing unncessarily through excess taxes, interest on debt and other transfer costs.


Business owners and Professionals consult withThe Stull Financial Group to provide expertise in setting up retirement plans, including plans which give business owners significant high tax deductions and benefits.



WHY USE STULL FINANCIAL?


1. Experience - More than 32 years of experience in assisting clients with risk management, money management, and tax reduction strategies.


2. Stability - a privately held practice, in the same place, constantly growing and adding new services, for over 32 years.


3. Expertise - broad background in numerous financial strategies. David Stull, the principal of the firm, holds the following financial educational designations:


 CLU (Certified Life Underwriter) - American College 1985

 ChFC (Chartered Financial Consultant) - American College 1985

 Series 6, Series 22, Series 7 & Series 63 and an Investment Advisor Representative of Hornor, Townsend & Kent, Inc.

 

4.   Specialties -

  • The Circle of Wealth™ - how to develop a wealth accumulation strategy
  • Providing the right retirement plan solution for business owners and professional clients
  • Money management services* for both pre-retirees and retirees.
  • Providing liquidity to families in their time of loss, at a minimal cost.
  • Providing income and expense payments when individuals find themselves incapacitated due to health issues
  • Guaranteed** retirement income that lasts one's lifetime

**All guarantees are based on the claim's paying ability of the product issuer

 

5.   A Source of Critically Important Information

  • The American Investor Newsletter
  • Web-site information, including articles, calculators, market updates and more  

 

6.   A Professional Network

      We have entered into collaborative working relationships with

  • Tax attorneys
  • CPAs
  • Pension administrators
  • Trust companies
  • Advanced underwriting departments of major insurance companies
  • Employee benefit specialists
  • Premium finance specialists

 

7.    Affiliations

  • GB Financial Group - Boston, New York, Chicago & Los Angeles
  • Stockton Estate Planning Council
  • Stockton Association of Insurance and Financial Advisors
  • Society of Financial Service Professionals
  • Brookside Country Club
     

8.    Integrity - We have a clear record with all regulatory agencies for over 32 years.