Stone Financial Services, Inc.
Run a free full auditContact Information
-
Address
5207, 1561 E Orangethorpe Ave # 215
Fullerton, CA -
Phone
(877) 786-6334 -
Website
stonefinancial.com
Location
About Stone Financial Services, Inc.
Stone Financial Services, Inc. is a financial planner in Fullerton, CA, established in June of 2000. The firm offers financial and investment planning for individuals, families, businesses, and institutions across Orange County, Los Angeles, and the Inland Empire. Services focus on retirement planning, preservation and distribution of wealth, managing financial risk, and protecting assets from catastrophic illness. Complimentary consultations are offered by appointment.
The firm is led by Christopher Cornelius as CEO and Stoney Lee as Founder and COO. Cornelius, a lifelong California resident, brings over 20 years of experience in retirement planning and asset protection, working to make the process approachable and easy to understand. Lee specializes in comprehensive financial planning, investment consulting, and insurance consulting. Stone Financial Services tailors strategies to each client's specific financial needs and works to identify potential roadblocks and uncover hidden opportunities before suggesting any approach. The team prioritizes thoughtful client relationships, open communication, and guiding people through life transitions, beginning with an assessment of personal values, dreams, and ambitions.
The office is located at 1561 East Orangethorpe Avenue, Suite 215, in Fullerton, situated along East Orangethorpe Avenue. The Riverside Freeway is about 0.4 miles away, with Fullerton Fire Station 3 and South Raymond Avenue within the same short distance. Orange County Conservation Corps Charter School is roughly 0.6 miles from the location.
Office hours run Monday through Friday from 9:00 AM to 5:00 PM, with weekend appointments available on request. With more than two decades serving Southern California communities and a team holding nearly 20 years of financial services experience, Stone Financial Services brings deep local roots to retirement and investment planning in Fullerton.
Score Summary
BizScoreAI scanned the website stonefinancial.com on June 9, 2026. Stone Financial Services, Inc. has a BizScore of 48 out of 100.
- AI Visibility34 out of 100
- SEO56 out of 100
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 3 of 25 points, Content Readiness 10 of 30 points, AI Trust Signals 11 of 20 points.
Website audit sub-scores (out of 100): On-Page 58, Technical 68, Performance 59, Content 38.
Strengths: 5 checks passed. AI Crawler Access, AI Content Blocking, Rich Schema Types, About/Team Page, XML Sitemap.
Areas to improve: 8 checks. llms.txt (failed), FAQPage Schema (failed), Q&A Content (failed), Meta Description (failed), Organization Schema (warning), Speakable Schema (warning), AI-Parseable Headings (warning), Author Signals (warning).
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Browse: Businesses in Fullerton, CA · Financial Planner in California · Businesses in California
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