Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > New York > Elmira > Gregory D. Stewart, CFP®, ChFC, CLU
Find the Certified Financial Planner™
Who's right for you.

Gregory D. Stewart, CFP®, ChFC, CLU

Stewart Advisory Services, Inc.

2205 College Ave
Elmira, NY 14903
Phone: (607) 215-4992
Fax: (877) 917-2001

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Succession Planning
  • Long-term Care
  • Sudden Wealth

 

About My Practice

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 66
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU
Broker-Dealer Affiliation
None/NA

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.