Bresee Finance & Insurance

At Old Stone House Financial Services, LLC, we are committed to building financial foundations through valued relationships. Our team, led by Miles Bresee, is dedicated to providing personalized financial and investment solutions to individuals, families, and small companies. We understand that every client has unique financial goals and objectives, and we strive to provide the highest quality information, services, and products to help them achieve those goals.

Our History

Miles Bresee, our founder, has a rich background in finance and accounting, having worked as a Controller, Division Controller, and Accounting Manager for several engineering and construction firms. However, he found greater fulfillment in educating and coaching clients on customized financial and investment solutions. This passion led him to start his own practice in February 2005, and his client base still includes many of his original clients.

Our Services

We offer a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning. Our team is dedicated to providing education and guidance to help our clients make informed decisions about their financial future. We also offer a variety of tools and resources, such as videos, flipbooks, calculators, and newsletters, to help our clients stay informed and engaged.

What Sets Us Apart

We believe that relationships are the foundation of our business, and we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We take the time to understand your financial situation and goals, and we provide personalized solutions tailored to your unique needs. We are not limited to traditional business hours, and we are available to meet with you at a time that suits your schedule.

Learning Center

Our Learning Center is a valuable resource for our clients, providing access to educational videos, flipbooks, calculators, and newsletters. Our goal is to empower our clients with the knowledge and tools they need to make informed decisions about their financial future.