Stewardship Financial Services, Inc. recently moved its office from White Plains to 1 Neperan Road in Tarrytown. Stewardship founder and owner, John Belluardo, and his wife Sherry, bought a house in Tarrytown in 2005.
"I’m looking forward to becoming part of the community as a business owner as well as a resident," said John.
Stewardship is rare among financial planning companies in that it sells no financial products and has no client account minimums.
It is fee-only, providing financial advice to individuals and organizations for either hourly or fixed fees.
"Our entire business is structured to put our client’s best interests first. After understanding a client’s needs, we recommend ways for them to achieve their goals as effectively and inexpensively as possible. Keeping client costs to a minimum, without sacrificing quality, is our focus," said John.
Stewardship is a New York State Registered Investment Advisor specializing in retirement planning and no-load mutual fund investing. For more information, call 914-380-1421 or visit their web site at www.stewfs.com