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Why Choose Us

We are a team of committed professionals dedicated to helping our clients experience abundance, prosperity and financial confidence. We provide tailored financial advice and plans as well as customized investment management services for our clients. Unlike larger firms where you call an 800 number and speak to a different advisor when you need assistance and that may have conflicts of interest related to selling proprietary products, C & D Steward Financial is a firm committed to what is best for the client. We are an independent firm and a licensed fiduciary which enables us to recommend and advise our clients into investments that are high quality and particular to the client’s needs rather than what is best for the firm. We truly give tailored advice and plans for each individual client and situation.

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