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We have worked with Mike and his team at Flagstone since the day they opened the doors and it has been great. They are thorough and professional in helping us with our future goals while navigating our today needs. Their “Week’s Financial Story” has great information to understand what is happening with market and how it applies to meeting our goals.

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I’ve been a client with Michael and the team since 2007 and have nothing but positive things to say about the entire Flagstone team. They excel in building strong and last relationships and have a unique ability to understand each client’s unique financial goals and develop personalized investment strategies for each. They demonstrate exceptional expertise in the financial markets and provide tax guidance as well. Their outstanding communication skills contribute to client confidence, and they maintain high ethical standards in all aspects of their work.

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Call the team at Flagstone.

They listen to our goals and objectives and have regular meetings with us to review our investment portfolio.

I appreciate how they give my wife a “voice” in our planning as well as the way they project our future retirement. We look at what the future looks like, the probability, and how changes now can affect future outcomes. I highly recommend.

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Flagstone is a great company to seek financial help! They are very knowledgeable, friendly and prepared for each session we have with them. I would recommend them to anyone!

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Every meeting has been instructive, helpful, friendly, and positive. We felt our decisions were based on sound information and advice. Actions were taken in a timely manner and we were confident going forward. No pie in the sky, just excellent and truthful service. We started with John Walters and Michael Johnson before Flagstone and never thought about leaving the Flagstone staff. Really good people!

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We are long-time long-distance clients from the west end of the state but that has never compromised the service we get from Michael, Dan and the crew. They understand our needs and goals completely and align our investments accordingly … and seamlessly. We are grateful for their expertise and personal service.

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The Flagstone team is great. I have been working with Dan for years, and his amazing associates have been great to get to know and work with as well. They are extremely thorough and always communicate very quickly. I always feel a peace of mind after I leave my meetings with them; they explain everything so well to make finances less intimidating and stressful. I also appreciate their fee structure and that they are not just out to sell big products to earn big commissions. They actually take the time to advise you based on what’s best for YOU. It’s wonderful to have this crew on my side.