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Rich has had his Stewart Financial Group (SFG) investment firm for 26 years. He and his team advise and manage assets for high net worth families, individuals, and businesses. Currently SFG has over $400 million under management. SFG takes a holistic point of view in how they help and plan clients. Everything starts with what the clients needs, what is important to them, and their goals. Each goal has a custom strategy to achieve the desired solution. Rich will shop out the entire market to find the best investments and tools for your needs.
Here is a quick profile on how we help clients:
California Insurance License #: 0F15124
Securities
and investment advisory services
offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
is not owned or operated by Equitable Advisors, LLC or its affiliates.