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Our Services

We provide a broad range of financial services to help you achieve the goals that matter most to you. Our client-first approach ensures a personal experience and confidence in your financial future.

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Start a Conversation Contact Us

Stoker Ostler Connect

Enjoy a complete view of your financial picture with Stoker Ostler Connect. This planning tool links all of your accounts, whether they’re at Stoker Ostler or elsewhere, giving you a holistic snapshot of your financial life.

With this kind of transparency into your accounts, you can easily stay up to date on your investments and financial assets, and have the real-time information you need to make sound decisions about your wealth.


Connect all your accounts and financial information for an organized, consolidated view

Partner with your financial planner to help ensure you’re on target to meet your financial goals

View interactive charts to gain a better picture of  your accounts and investments

Track your spending, so you know how much you’re spending and where

See if you’re on target to reach your most important financial goals

Securely store all your most important documents for quick and easy access

Improve your financial literacy by accessing the education center for relevant articles and videos