Broker Check

LodeStone Financial Services is a professional financial services firm headquartered in Victoria, TX. Our mission is threefold: We offer products and services to help our clients accumulate wealth, protect their assets and manage their financial lives.

Partners

Claud B. Jacobs, CLU

361-570-0920

[email protected]

Mr. Jacobs` career in the financial services industry spans more than 45 years. In that time, he has helped to ensure the financial independence of hundreds of individuals, families and institutions. Mr. Jacobs is a graduate of The...

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D`Cater F. Joseph, CLU ChFC ChSNC

361-570-0920

[email protected]

Mr. Joseph has specialized in investment brokerage, insurance and other financial services for more than 25 years. He is a graduate of The University of Texas at Austin. He holds Chartered Life Underwriter, Chartered Financial...
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G. David Petty, CPA1

361-570-0920

[email protected]

Mr. Petty has been serving the financial needs of his clients for more than 40 years through tax strategies and business planning. He is a graduate of Texas A&M University and is a Certified Public Accountant.
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Howard B. Goode, CLU ChFC

361-573-0702

[email protected]

Mr. Goode, who has been in the financial services industry for more than 35 years, specializes in group benefits for employers of any size. He is a graduate of Texas A&I University. He holds Chartered Life Underwriter, Chartered...
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* The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. LodeStone Financial Services, its employees, or representatives are not authorized to give legal or tax advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal tax or legal counsel.

** Not offered through MassMutual.

1 - Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual).