making sense
of investing
WELCOME TO
STONE GATE FINANCIAL
Here at Stone Gate Financial our primary focus is to find the right strategy for every client every time. Our goal is to make complex retirement planning clear and easy to understand. Integrity is our priotory and we always strive to act in the best interests of our clients. We are committed to working closely with our clients so that they regain control over their finances and reach all their financial goals.
Complimentary
Consultation
One on One Complimentary
Consultations are available by request. We will review your current financial strategy and information on devise a plan to help you meet your personal and financial goals.
Skills and
Knowledge
At Stone Gate Financial our agents and advisors are insurance licensed professionals the specialize in retirement income strategies.
Preservation &
Lifetime Income
Many of our retirees are concerned about out living their money during retirement. With our income planning solutions we establish a financial strategy that creates guaranteed income for life.
Personal, Simple & Smart
At Stone Gate Financial we believe that retirement is one of the greatest achievement in an American worker’s life. Everything we do revolves around you and making this the greatest stage of your life. You deserve a strategy that will leave you feeling de-stressed, happy, and confident during your golden years.
We can help.
We Specialize In Wealth Preservation
WHY
STONE GATE FINANCIAL
SG
More Than
20 Years Experience
FLEXABLE
SCHEDULING
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Committed to find the right strategy for every customer every time
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A passion for helping every client achieve their dreams and obtain financial freedom
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An understanding that there is no one-size-fits-all retirement income solution
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To provide solutions for retirement challenges
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An uncompromising ethical standard and commitment to integrity
Focus On
You
Get the attention you deserve
REQUEST FOR YOUR
COMPLIMENTARY CONSULTATION
Joseph Menzak Jr., RFC
President & Financial Consultant
Joseph Menzak Jr., is President of Stone Gate Financial. He is an active member of the International Association of Registered Financial Consultants with over 20 years of financial services experience and holds insurance licenses in several states, including New Jersey, Pennsylvania, New York, Delaware, North Carolina, South Carolina and Florida.
Joe is known for making complex retirement planning issues clear and easy to understand. Joe designs a plan that's consistent with what is most important to the client: their goals, dreams and desires for retirement. Creating and developing custom plans for retirement is Joe's passion.
Proper planning for future income, business succession or legacy planning is Joe's priority. He makes sure that every client explores, time tested ways to pass wealth onto the next generation. Joe firmly believes that a successful retirement does not happen by accident.
Joe's experience in working with Prudential Financial, ING Financial Partners, and Questar Capital has given him the in-depth knowledge needed to manage all aspects of our clients’ financial portfolios
At Stone Gate Financial, Joe helps and guides individuals, families, entrepreneurs, pre-retirees and post retirees and helping them design a custom plan that they can feel confident about.
CONTACT US
SG
Stone Gate Financial
203 Main Street, Suite 126 Flemington, NJ 08822
