Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Ray has been in the financial services industry for 14 years. 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.
Registered through CUSO Financial Services, LPSeries 7 - Securities RepresentativeSeries 65 - Investment AdvisorLife and Health Insurance
Educational BackgroundState University of New York
“As your financial advisor my goal is to simplify financial planning for you, and to do my best to help you have the best chance of achieving your financial goals. -- Ray Stewart