Steward Wealth

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

946 Lincoln Way E Ste 8, Chambersburg, P...

Phone Number

(717) 496-0900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
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About Steward Wealth

FSWA is a financial advising firm located in Chambersburg, PA, specializing in retirement planning, tax planning, and IRA strategies for clients throughout Central Pennsylvania. The company focuses on providing personalized retirement income solutions tailored to individual preferences and lifestyles, addressing the unique challenges retirees face. With services that include standalone planning and wealth management, FSWA aims to facilitate a smoother transition into retirement. Their approach seeks to overcome the limitations of traditional retirement planning by prioritizing clients' unique preferences in developing effective strategies.Explore more
Steward Wealth's Social MediaPopular SearchesSteward WealthFaithful Steward Wealth AdvisorsSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Steward Wealth

<$5M
1-10
Private
-
2016
N/A
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
11-50
Private
-
2015
JA
Jessica AmayaDirector of Impressions
<$5M
1-10
Private
-
2015
MJ
Michael JelormineFinancial Founder & Managing Director & Planner
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Steward Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Steward Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Steward Wealth.

Steward Wealth Tech Stack

A closer look at the technologies used by Steward Wealth

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Frequently Asked Questions Regarding Steward Wealth

What is Steward Wealth's official website?
Steward Wealth's official website is www.fswealthadvisors.com
What is Steward Wealth's Revenue?
Steward Wealth's revenue is <$5 Million
What is Steward Wealth's SIC code?
Steward Wealth's SIC: 62,628
What is Steward Wealth's NAICS code?
Steward Wealth's NAICS: 52,523
How many employees does Steward Wealth have?
Steward Wealth has 1-10 employees
What industry does Steward Wealth belong to?
Steward Wealth is in the industry of: Finance, Securities Trading
What is Steward Wealth competition?
Steward Wealth top competitors include: Selkirk Wealth Advisors, Goodrich and Associates, Bay Harbor Wealth Management, Reynolds Wealth Management
What technology does Steward Wealth use?
Some of the popular technologies that Steward Wealth uses are: Google Universal Analytics, MailChimp, Squarespace Online Stores, Microsoft 365
How do I contact Steward Wealth?
Steward Wealth contact info: Phone number: (717) 496-0900 Website: www.fswealthadvisors.com
What does Steward Wealth do?

FSWA is a financial advising firm located in Chambersburg, PA, specializing in retirement planning, tax planning, and IRA strategies for clients throughout Central Pennsylvania. The company focuses on providing personalized retirement income solutions tailored to individual preferences and lifestyles, addressing the unique challenges retirees face.... With services that include standalone planning and wealth management, FSWA aims to facilitate a smoother transition into retirement. Their approach seeks to overcome the limitations of traditional retirement planning by prioritizing clients' unique preferences in developing effective strategies.Read More

What are Steward Wealth social media links?
Steward Wealth Linkedin page Steward Wealth Twitter page Steward Wealth Facebook page
Is Steward Wealth a public company?
Steward Wealth is private company therefore does not currently have an official ticker symbol
See more information about Steward Wealth

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