Broker Check
Roland "Ray" Stewart

Roland "Ray" Stewart

Financial Advisor

Ray has been in the financial services industry since 2004.  He is a licensed professional and takes a holistic approach to financial planning and retirement planning.   Ray believes that the best way to assist his clients is to build a solid relationship. He is extremely customer focused and strives to do what is in the client’s best interest. Ray takes the big picture approach to financial planning, and focuses on relationship building, outstanding customer service and helping clients achieve their financial and retirement goals.  He can help you create a financial plan designed to meet your unique financial goals. 

 

  • 401(k) 403(b) and 457 Rollovers
  • Retirement Life Style Strategies
  • Creating Income in Retirement
  • Life & Long Term Care Insurance
  • Small Business Services

 

Registered through CUSO Financial Services, LP

Series 7 - Securities Representative

Series 65 - Investment Advisor

Life and Health Insurance

 

Educational Background

State University of New York