Stewart Financial Group
Starting a relationship with a financial advisor is one of the most important things a person will do in their lifetime. When you enter into that relationship you want to ensure that the advisor you choose is going to give you comprehensive advice that is in your best interest. At SFG your best interest is our top priority. We start by creating a custom blueprint plan for you that shows you how to accomplish your goals. Utilizing a network that includes thousands of different companies, we provide sound advice with regard to what investments will be most suitable for you to achieve success. Our goal is to continue this on-going relationship with our clients providing advice and service that will last for decades. Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. CA Insurance License #0F15124
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- RS
Rich Stewart
Managing Partner, Cfp Professional, Chfc, Casl, Clu · Finance & Accounting
EmailPhone - AD
Amanda Darling
Client Relations Manager · Customer/Client Service
EmailPhone - AH
Ashley Harrison
New Accounts Manager · Sales & Business Development
EmailPhone
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Top roles at Stewart Financial Group
7 distinct titles indexed · top 7 shown.
- 1business support administrator
- 1client relations manager
- 1client relationship manager
- 1home managenent
- 1managing partner, cfp professional, chfc, casl, clu
- 1new account manager
- 1new accounts manager
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