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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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Services

Document preparation

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Emergency notary service

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Estate planning

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Financial planning

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Life insurance

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Service areas

Costa Mesa, CA