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Why LodeStone?

One of the earliest man-made navigation tools was the mariner`s compass. The navigator would rub an iron needle against magnetic lodestone, attach it to a piece of straw and float the straw in a bowl of water. The needle would point in a northerly direction, helping the navigator to chart a true course.

The dedicated professionals of LodeStone Financial Services specialize in helping our clients chart a safe and efficient financial course.

We take pride in our many years of experience and in our ability to respond personally to your questions and concerns. Entering the uncharted financial world of the 21st century will be an exciting challenge, and we are prepared to be your guides.

We hope that this site will further your awareness of how our business works and the services we provide. If you have questions, please feel free to call or email us.

Thanks for being here. We appreciate your business.

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Term Life

Use our online platform for a quality MassMutual convertible term policy. 

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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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