Specialties: Financial Concierge - Your Personal CFO
Andrea Stonefield - Financial Concierge
Andrea Stonefield is a Financial Concierge - Your Personal CFO! Andrea works with businesses and individuals to organize and maintain up to date financial records.
As a consultant to estate attorneys, wealth advisors, and family law specialists, Andrea will review their client's financial information and organize it in a clear, concise format. This provides the groundwork for a productive relationship between the professional and their client.