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Products & Services

At Stokes Financial Services, LLC., we provide expert assistance in the following areas:

Investments

  • Bonds
  • Mutual Funds 
  • Common Stock
  • Managed Accounts
  • Educational IRA
  • Brokerage Accounts
  • Government Securities
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Traditional IRA
  • Unit Investment Trusts
  • Variable Annuities

Insurance

  • Disability Income
  • Life Insurance
  • Long Term Care

Financial Planning

  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • Small Business Planning