About
I’m Troy Folk, a Costa Mesa, CA professional with StoneKimbro offering notary services alongside a broader set of financial and planning support capabilities. My background includes work as a Certified Financial Planner and Enrolled Agent, and FINRA BrokerCheck notes outside business activities that include tax preparation, estate plan delivery, notaries, and insurance services.
I aim to provide a professional, friendly experience for clients who need dependable support with important documents and related planning needs. My services include:
- Notary services
- Tax preparation
- Financial planning
- Estate planning support
- Insurance services
- Retail service support
Whether you need a notarization or help coordinating related financial, tax, estate, or insurance matters, I bring a practical, detail-oriented approach to serving clients in Costa Mesa and the surrounding area.
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