Reviews for Financial Steward Associates, LLC
Write a reviewFrom Financial Steward Associates, LLC
Hours
Monday: 8AM - 4:30PM
Tuesday: 8AM - 4:30PM
Wednesday: 8AM - 4:30PM
Thursday: 8AM - 4:30PM
Friday: 8AM - 2PM
Saturday: ClosedSunday: Closed
Tips
by appointment only
Ratings
Google: 4/5Map & Location
2919 Valmont Rd #109, Boulder
Directions Call Website Pricelist Suggest an Edit
FSA is a firm with highest quality planners and staff. I have been a client for more than 20 years and have been very pleased with the advice I have been given. I have recommended FSA to a number of people and almost all of them have become clients themselves. I am often thanked for referring to FSA and never received a complaint.
I am blessed to have found Marion Steward twelve years ago, when I retired and needed financial advice. My trust in her knowledge and her team has paid off and I now reap the benefits of her well thought out financial plan for me.
It has been a pleasure to work with the team, Heather and Sid, to mention a few. They always welcome my questions and put my mind at ease, as they navigate smoothly through the ups and downs of the financial market.
Everyone in the office is so very personable and know me by name.
To put it plainly, the relationship with Financial Steward Associates has resulted in a stress free retirement!
Marion‘s recognition...read full review