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Upcoming Events

Apple iPhone/iPad Tips & Tricks Class

Please join us as we learn clever ways to use our Apple devices more effectively and efficiently from a former Apple store genius! Please feel welcome to bring a guest to join you for this unique event. Be sure to RSVP quickly as seating is limited.
April 25, 2019
1:00p - 2:30p

A Discussion on Long-Term Care Planning

Please see the attached flyer for our upcoming informational discussion on Medicare, Medicaid and Long-Term Care Planning to be held on Thursday, May 9th at 2 pm. Research shows that 70% of people age 65 and older will need some type of long-term care at some point of their lives, and the costs continue to increase greatly. Our expert speaker, Paul Yokabitus, will address this concern, discuss Medicare and Medicaid eligibility, and provide proactive planning strategies. You will not want to miss this important discussion! Please feel welcome to bring a guest to join you for this event, and be sure to RSVP quickly as seating is limited.
May 9, 2019
2:00p - 3:30p

Stonegate Shredding Event

Last year’s shredding event was received so well that we have decided to make it an annual event! Safe and secure destruction of personal information is critical in this day and age and we are excited to have Proshred Security bring one of their shredding trucks to our parking lot again on Saturday, May 18th from 9-11am so you can watch your documents being destroyed and feel confident that your personal information will not fall into the wrong hands.
May 18, 2019
9:00a - 11:00a

 

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Read our most recent Quarterly Market Newsletter

Stonegate Quarterly Market Newsletter - April 2019

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2019 FMG Suite.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.  Stonegate Financial is not a registered broker/dealer, and is independent of Raymond James Financial Services, Inc.  Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

http://www.raymondjames.com/privacy_security/privacy_notice.htm.

Contact

Stonegate Financial
Office: 919-460-4688
Fax:919-460-3989

204 Towne Village Dr.
Cary, NC 27513

7, 63, 65, 24

[email protected]

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