At Steward, we want to create a world where everyone feels confident their money decisions are helping to take care of their families.
Steward provides personalized financial advice, in the form of an easy to-do list that shows you how, where and when to invest and save on taxes, in plain-English.
An annual personal finance "check-up" that can unlock $14,000+ annually in 15 minutes via:
- Better investments: specific recommendations on higher-return and lower-fee investment and savings tools
- Saving on taxes: personally relevant tax optimization strategies
- Less time and effort: a tool that does the nitty-gritty research and calculations for you, giving you easy action steps to manage your finances in a smarter and simpler way.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 4315 50th Street Nw,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.oursteward.com
- Keywords
- Personal Finance Software, Financial Services, Financial Planning, 401k, Investment Management, Portfolio Management, Financial Advice, Wealth Advisory, Registered Investment Advisor.
- HQ
- Washington, DC
Steward Questions
Steward's website is http://www.oursteward.com
Steward's LinkedIn profile is https://www.linkedin.com/company/oursteward
Steward has
5 employees.
View email and phone details for 5
employees at Steward.
Steward's industry is
Financial Services
Steward's top competitors are
Investment Watch, Llc,
Kempner Institute At Harvard University,
Oak Capital Advisors, Llc,
Altruist,
Steward,
Fearless Finance,
Socially Financed,
Bridge Point Capital,
Her Personal Finance,
Morningside.
Steward's categories are Financial Services
Steward's founding year is 2021
