Stewart & Associates

Finance · Montana, United States · 1-10 Employees

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Overview

Headquarters

27 Fort Missoula Rd Ste 1, Missoula, Mon...

Phone Number

(406) 541-3733

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Stewart & Associates

Pathfinder Financial Planning has been assisting clients since 1989, providing guidance for individuals at various stages of their financial journey, including those who are retired, retiring soon, or facing life transitions. The company offers advisory services through its team of Certified Financial Planner (CFP) professionals, ensuring clients have a solid financial foundation and peace of mind. Their services are designed to help clients effectively manage their finances and navigate unexpected life events. Pathfinder Financial Planning aims to be a trusted partner in achieving financial stability and success.Explore more
Popular SearchesStewart & Associates PLLCF Stewart and Associates PCStewart and Associates PLLCF - Stewart and Associates PLLCF Stewart & AssocSIC Code 62,628NAICS Code 52,523Show more

Stewart & Associates Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stewart & Associates

<$5M
1-10
Private
-
2011
ST
Sherie TeSoroOffice Manager
$7.7M
11-50
Private
-
2007
AS
Ajaykumar ShahLife Insurance & Pension Plan Specialist
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
2017
NI
Natalie IrizarryDirector of Impressions
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
2015
MJ
Michael JelormineFinancial Founder & Managing Director & Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Stewart & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Stewart & Associates Tech Stack

A closer look at the technologies used by Stewart & Associates

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Frequently Asked Questions Regarding Stewart & Associates

What is Stewart & Associates's official website?
Stewart & Associates's official website is www.fstewartfinancial.com
What is Stewart & Associates's Revenue?
Stewart & Associates's revenue is <$5 Million
What is Stewart & Associates's SIC code?
Stewart & Associates's SIC: 62,628
What is Stewart & Associates's NAICS code?
Stewart & Associates's NAICS: 52,523
How many employees does Stewart & Associates have?
Stewart & Associates has 1-10 employees
What industry does Stewart & Associates belong to?
Stewart & Associates is in the industry of: Finance, Securities Trading
What is Stewart & Associates competition?
Stewart & Associates top competitors include: Copper Canyon Wealth Management, Rogers Financial Group, Southport Station Financial Management, Cape Cod Wealth Strategies & Insurance Services
What technology does Stewart & Associates use?
Some of the popular technologies that Stewart & Associates uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Stewart & Associates?
Stewart & Associates contact info: Phone number: (406) 541-3733 Website: www.fstewartfinancial.com
What does Stewart & Associates do?

Pathfinder Financial Planning has been assisting clients since 1989, providing guidance for individuals at various stages of their financial journey, including those who are retired, retiring soon, or facing life transitions. The company offers advisory services through its team of Certified Financial Planner (CFP) professionals, ensuring clients h... ave a solid financial foundation and peace of mind. Their services are designed to help clients effectively manage their finances and navigate unexpected life events. Pathfinder Financial Planning aims to be a trusted partner in achieving financial stability and success.Read More

Is Stewart & Associates a public company?
Stewart & Associates is private company therefore does not currently have an official ticker symbol
See more information about Stewart & Associates

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