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Contact Info

Address:28202 Cabot Road STE 445, Laguna Niguel, CA 92677
Phone:(949) 218-3900
Email:eric@summitstonefg.com

Our Services

Asset Allocation & Risk
Asset Maximization
Generational Vault
Income Planning
Insurance Solutions
New Generation Retirement
Social Security

Insurance Solutions
Asset Maximization
Asset Allocation & Risk
Income Planning
Social Security
New Generation Retirement
Generational Vault

Eric J Dileo offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Summitstone Financial Group, Inc is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Eric J Dileo, independent agent. Summitstone Financial Group, Inc, Eric J Dileo and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Eric J Dileo, and our editorial staff. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell Investment Advisory Services to any residents of any State other than the State(s) Eric J Dileo, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.