Melinda Stewart
I believe in the power of financial education and pride myself on being communicative, honest, and transparent. I strive to understand your needs and what matters most to you. I also refuse to gatekeep essential financial techniques, ensuring that everyone has access to the knowledge they need to thrive. Whether you’re just starting out or looking to elevate your financial game, I meet clients wherever they are in their financial life cycle.
I analyze your current financial situation and offer total solutions through a network of experienced professionals with detailed knowledge in retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
I am dedicated to being your lifetime financial resource, guiding you with integrity, expertise, and a genuine commitment to your success. With 28 years of experience living in the vibrant and dynamic New York City, I have honed my skills as a Registered Representative, bringing a unique blend of warmth and expertise to my role as a financial services provider.
Serving MI, IN NJ & NY.
MM202503-300856