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Our CFS* Financial Advisor

How We Work

How We Work

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.

Our approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our CFS* Financial Advisor

Roland “Ray” Stewart

Financial Advisor


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.

  • 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

“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